Managing Team Members

Managing Team Members

Go to Settings → Your Team to manage users.

Add a New Team Member

1. Click + Add Team Member.
2. Enter:
   • Name
   • Role (e.g., Senior Adviser, Associate Adviser)
   • Color Tag for easy identification
3. Click Save.

You can edit or delete existing members anytime.

💡 Tip: Assign color tags by role so you can visually distinguish advisers in reports.