Admin users can update an Assistant's access type as well as edit their assigned Advisors. Simply select the Assistant from the Advisors and Assistants Module to view their profile details.

1. Updating an Assistant's access type can be done by switching this toggle. When an Assistant is reassigned from Full to Limited access, a pop-up window will appear asking you to confirm. For more information on the access roles, please refer to the Assistant User Type guide at the bottom of this article for more details.

2. Inactive assistants will not appear on selectable assistant drop-downs but the assistant may still be able to login to the system until their portal is deactivated.

3. Allows you to update the Assistant's information or change their assigned Advisors.

4. An activation email will be sent to the email on the profile allowing the assistant to set up their portal access.

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