How to create Adviser Login

Only the Adviser Group contact person can create an individual Adviser login. To create a login for an Adviser, follow the below steps:

1. Click on the Manage Logins in Admin Section from the Sidebar.

3. Click on the ‘Add’ button in Manage Logins page.

3. In Add Login page, select the Advisers from ‘Adviser’ drop down for which you want to create login.

4. Select Contact Person of selected Adviser from ‘Adviser Contact Person’ drop down.

5. Enter the ‘Username’, ‘Password’ and ‘Confirm Password’, then click on save button

6. Adviser’s Login has been created. The Adviser Group contact person can click on hyperlink in 'Login            Address’ field to directly logged-in into that Adviser account.


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