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Create a New DFM
Click on the New DFM button to create a new DFM User
Enter the details for the DFM user
IFA Firms
Use the IFA Firms drop down to select the firms that authorise access for the DFM
The user can select one, multiple or use the check all check box to select all firms. The use can also use the search box to search and select firms.
Once the teams are select, they will be displayed in the IFA box.
After completing the other user details, click the Create DFM button to create the DFM.
The DFM will be shown in the DFM section
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