Partner help centre

United Kingdom New Zealand
  1. Wealth Portal
  2. Admin settings
  3. Staff

Staff

  • How do I change the email address I use to log in to my Partner Portal?
  • How do I add and invite staff to my Partner Portal?
  • How do I adjust Partner Portal permissions for my staff?
  • How do I remove a staff member from my Partner Portal?
  • What is Private mode? How do I enable / disable it?
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