Add Producer Wizard Page 2
Contents
This Wizard is only available with MultiProducer and Enterprise systems. Select Maintain Producers from the Admin Menu, then click the Add Button to add a new Producer.
Step 2: Select Users With Access
The next step of the Wizard is to tell Advisors Assistant which users in the database can have access to this producer's contact names.
| 1. | You'll see a list of the user names that have been added to your database, and an option of All Users. Check off which individual users can have access to this producer's clients and prospects, or select the All Users option which will allow every user in the database to see this producer's contact names. If you are not selecting "All Users," be sure to include the producer's name so that the producer will have access to their own contact names. |
| 2. | Click Next to move to the next step. |
See Also
Getting Started with Producer Rights