My Team
In the My Team section, you can see all the members in your Advisor Team. These members will have access to all the list of clients, as well as Advisor features such as EverRoll™
Adding New Members
Add your newest team member into your Advisory by clicking the Invite Add New Team Member button.
Insert the email address and click Send Invite.
Note that before doing so, the member needs to have an account (either by registering for a demo or being invited to a company).
Accepting Invite
Users who have been invited to the advisor will have the option to Decline or Accept the invite before being able to access the Advisor Page
Removing Access
If you are the owner, you can remove a member can be done by clicking the red button on the right of the team member, as shown in the initial screenshot