How to navigate the enterprise account as a firm admin

welcome this video will walk you through

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how to navigate your Enterprise account

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as a firm admin as a firm admin you'll

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have a lot of different permissions that

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allow you to access different parts of

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your account and access different groups

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and members information and plans when

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you're on the main firm section which

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you can locate by the top left of your

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screen you'll see the section here says

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firm here's where you can see all the

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information under your firm this makes

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it easy to see the total households

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Under The Firm you can quickly search

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for the household or even filter by

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different

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groups then to access the household

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information for a specific group you can

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open the drop down in the top left of

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your screen scroll down to find the

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specific group you want to view the

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information

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for once you're on that group page

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you'll then be able to see all their

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households or if you're firm admin who's

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helping create households underneath

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that specific group here you can find

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the add a household button to use the

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quick create or the standard option to

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create that household under that

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specific

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group you can toggle back to the firm to

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go back to the main

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page as a firm admin you may also have

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access to your members tab here

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underneath the members tab you can add

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members by clicking the add member

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button or if you find a member and need

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to make an edit click the three dot icon

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next to that member click edit and then

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you can edit edit the information for

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that member then if you need to make

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changes to your groups you can also go

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to your group tabs here you can create a

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new

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group create a new subgroup or click the

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three dot icon to rename change the

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members in a group or delete the group

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you'll also find your report section at

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the top where you can create reports

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view any existing reports underneath

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your firm information

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here next you have your settings here

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you can set default settings under your

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default values you can edit your Capital

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Market

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assumptions or create model

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allocations you may also want to edit

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general information under your firm for

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that you do want to find your firm icon

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here in the top right of your

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screen from there you can edit your

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account information on this page here's

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where you can add any custom firm logos

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or any custom report disclosure

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languages that you'd like on your

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reports you can also go to the rolls tab

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here to create custom

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roles click the three dot icon on any

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existing custom rules to edit or delete

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any of your custom

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rules and lastly you can click your

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profile icon here you can click manage

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account to change the name of your

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account you can also click click your

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profile and select your Integrations and

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here's where you can quickly add

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Integrations for creating new

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Integrations or if you need to add

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permissions or set up permissions on any

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active existing Integrations you can

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click the three dot icon next to that

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existing integration click edit

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permissions and select which groups

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should have permission to that

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integration and then you can go back to

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your households to get back to the main

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page thank you for viewing this video

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we hope this helps please reach out to

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our team if you have any questions