To review your subscription's Users, navigate to Settings > Users:
Adding a new user
Click on the + in the upper right hand corner.
Enter in their details including a role and selecting the team(s) you want them to have access to. If you have a question about which role to assign, the Permissions domain breaks down which users have which permissions.
Click 'Create'. This will send an activation link to this user immediately. Please have them check their junk/spam folder if it does not show up in their inbox. If you need to have an email address updated please email support@precisefp.com.
Managing a user
Click on the user. Here you'll be able to see the user's activity Timeline, edit their User Details (Pencil & Pad icon), enable/disable notifications for them (Envelope icon), and remove them (Trash Can icon; requires password entry and cannot be undone)
We recommend sharing any custom templates of the user you are removing with copies allowed, then making a copy and 'un-sharing' the template prior to removal. These templates will be removed with the User.
User Roles
PreciseFP supports four customizable user roles:
Assistant - Use this role for administrative assistants that require access to only one team in your organization.
Advisor - Use this role for financial advisors that require access to only one team in your organization.
Team Lead - Use this role for the person in charge of a team in your organization.
Manager - Use this role for the person who could have more permissions to do more in the platform.
Changing Teams
Any user with the proper permissions can switch between teams at will. To do so, click on Settings, then click on your name in the upper left-hand corner to see a list of teams you have access to. Clicking on one of these teams will move your user onto it.
Moving a User to Another Team/Assigning a User to More Teams
Users with the proper permissions can also move other users to different teams within their subscription. To do so, navigate to Settings > Users, click on the user in question and select the 'Edit' icon
Click in the 'Teams' field to see a list of potential teams, then click on one to give the user access to that team. Be sure to click 'Save changes' when you are all done.
Note: PreciseFP requires that everyone logging into the system has a user account as per our terms and conditions. Please view our pricing page to see the cost for adding additional users.