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.
