Advisory Management
The Advisor section provides a guide for Advisors (Bureaus) can do to manage their advisory and general settings
- Advisor Page
- Bureau Dashboard: An Overview of Clients and your Success
- Advisor Settings & Jurisdiction
- Bureau Team Members and Roles
- Manage Clients by Teams, Tags and Assignees
- Overtime & Allowance Templates for New Clients
- Add New Clients as an Advisor
- Import Clients in Bulk as a Bureau (Advisor)
- Import Templates: Standardised Sheets for Data Imports
- Centralised Billing for Advisors
- Advisor Credit History