How to archive an adviser group


Archived data consists of older data that is important to the organization and may be needed for future reference.

Archiving an adviser group is the process of moving adviser group that is no longer active in the business.

Archived adviser group will not be available on the process payout page. Previously confirmed reports will also get archived of that adviser group.

However, you can also unarchive an adviser group, if needed.

Steps to archiving an Adviser group: -

  1. Click on ‘Adviser Group’ under ‘Business Setup’ on the Dashboard screen.

    2. Click on AdviserGroup Name.

   3. Click on “Archive”.

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