How to Navigate Your Teams Share Account

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Welcome to the enterprise setup overview. In this video, you will learn how to navigate our enterprise setup.
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From the main page, you will see an overview of the households and the members using the software. To add a new member, the first step is to add a team.
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Each member is associated with the team.
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So to add a new team, click in the far right corner, add the team name.
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And from here you can add members. But first we create the team name. And then the second step is to go add the member.
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The team should be created first. So you'll see when we start to add a member
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first we create their role and then pick from the product or the license. If you have a number of them you would differentiate there and then select the
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team that you created. So it's important to add the team first and then add the user and send the invite. You can do
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multiple or add multiple users in one setting from here. If you have a member who you are adding and the team already
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exists, you can simply go to add member first and do so from this screen.
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You could also have someone who is a member of multiple teams and select multiple teams from there.
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Next, we'll go over settings. So, as the firm admin, your default will be here in the top right hand corner as firm.
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To view the view of what other teams are seeing, you can easily click on the team name. But going to the households,
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you'll see all the households associated with this team.
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And if you want to create a household on behalf of that team or those members,
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you would just be in this team section and then create a household from there.
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As a firm admin, you can navigate all of these teams and create households. Um,
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as a an advisor on this, they would only be able to see and share the households within their own individual team. Uh,
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one thing to note when it comes to moving households, all the households are always associated with the team. So,
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let's go back to our main view of seeing our firm overview. And if we go to the households here, for us to move a few
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households, let's say we're going to move these households, we would do a bulk relocate and be able to move those
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households to a different team in the account.
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That's how you can quickly move households from one team to the other.
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There are additional settings for default values, capital market assumptions, taxes,
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model allocations, and customization settings for logos, and disclosures. All of these when you're in the firm setting will be applied to the firm.
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If you want to see the view from a team page, again anytime you move to a different team up here in the top lefthand corner, you will view it as if they are.
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Reports can be built and shared throughout the different teams. When we create a report, we would build it from
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here within the team and have that report available.
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Next we have more defined roles. Up in the top right hand corner of this building is the company building. This
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is going to be the company main company settings with the account information billing and management and payment.
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You'll see the additional invoices here where you can download them and access them. See the account number and the payment method listed.
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We also have standard roles, firm,
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admin, and advisor. But if you wanted to create something more like a centralized planning team role or a sales team role,
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you would add do create new role. And we'll start with a base role of a firm admin or an advisor. And the settings
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will be different for each of those. but with the base role. An example is if we want to have a sales team member
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and we want to give them the ability to create households but not add or remove team members or edit any CMAs.
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So we change that uh those settings and now we save that as a role available
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that can be assigned to the members when you add them.
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Integrations can be added for the firm as well. So in this example, we have a red tail integration.
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Once we add the credentials over here on the far right hand corner, this is the most important step is to edit
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permissions. Once the integration has been added, it is important to make sure that that integration is actually turned
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on for the teams. So until this is turned on, the team will not have access to the integration.
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So once the integration is added, the next step is to come to edit permissions and turn on the permission for the teams
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that you want access to that integration.
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One thing to note, if you are an advisor building this out, going to your integrations, when you add an
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integration and this is your own individual integration before the integration will show up, it also needs to be turned on
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for your group. An advisor can turn that on for their group individually.
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So we went over the lefthand navigation settings here from adding house adding and moving households adding members
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building teams creating reports and updating our settings to the integrations over here
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in the main profile to setting up custom roles and billing over here under the company information
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and then being able to navigate through different views of different teams.
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Going to the disclosures and logos. If you go to settings and customization settings, this is where you'll add the logos and particular disclosures.
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Reports are listed here as well where you can have different reports and have these templates available for the teams.
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When it comes to removing team members,
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let's say we were going to remove a team member,
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we go over to the team member's name and edit or disable or delete. Any
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households that are assigned to this team member will remain in the team account for other folks to be assigned
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to. So once households are created, they remain in the team page. If we are to remove a member, the households remain with the team.