Create a New Model Manager

Click on the New Model Manager button to create a new Model Manager User

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Enter the details for the new Model Manager user.

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IFA Firms

Use the IFA Firms drop down to select the firms that authorise access for the Model Manager.

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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.

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After completing the other user details, click the Create Model Manager button to create the Model Manager

The Model Manager User will be shown in the Model Manager section

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Once the user is created, you must perform a

Password Reset⁠

before they can log in.

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This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.