Skip to content
Create a New Model Manager
Click on the New Model Manager button to create a new Model Manager User
Enter the details for the new Model Manager user.
IFA Firms
Use the IFA Firms drop down to select the firms that authorise access for the Model Manager.
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 Model Manager button to create the Model Manager
Note: ‘Given Name’, ‘Family Name’, ‘Primary Phone’ and ‘Email Address’ are required fields
The Model Manager User will be shown in the Model Manager section
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.