User guides
- Advisers and Assistants Full Guide▶️
- Investor Compass User Guide ▶️
- Admin Access Full Guide▶️
- Edit, archive, delete and reactivate users
- How do I create a user?
- Quick Steps for Admin Users
- Quick Steps for Adviser Users
- Quick Steps for Assistant Users
- What are 'user permissions' ?
- How do I link an adviser and an assistant?
- I want to update my account details