How to create and manage Client Advisors?

Overview

SecureExchange users who have the Administrator role can create and manage Client Advisors within the SecureExchange platform.

This article outlines the steps to create and manage Client Advisors.

Create a new Client Advisor 

Follow these steps:  

1. Login to SecureExchange 
2. Click on Create
   
3. The Create Client Advisor page will be displayed. 
   
4. Enter the following information 
   1. First name 
   2. Last name 
   3. E-mail address
   4. Country
   5. Phone number 
   6. Username 
5. Select a preferred language 
6. To activate the Admin tick the Client advisor is active box. 
7. Click Create Client Advisor 
   
   1. The user will be notified of the new account via email. Please send the one-time password to the user via a secure channel. 

The newly created Client Advisor will receive an email at the provided email address with a direct link to SecureExchange. They are ask to login to Secure Exchange with their username and the temporary password.

Once login, they are able to setup their own password. 

Manage Client Advisor

Follow these steps:  

1. Login to SecureExchange 
2. Click on Manage
3. The Manage Administrator page will be displayed.

It is possible to: 

• View all created Client Advisors
• Update the first name, last name, e-mail address, country and phone number
• Activate or deactivate Client Advisors
• Reset password for Client Advisors
• Delete Client Advisors