How to add an Adviser

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

2. Click on the ‘Add’ button on the Adviser screen


3. It opens a page ‘Add Adviser’. The mandatory fields are:

  •  Adviser Group: Select the Adviser Group from the dropdown in which you wish to add an adviser
  •  Name

4. Enter the data and click on the ‘Save’ button


5. Now you can see the new adviser on the ‘Adviser’ page.


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