User Management

Who can sign in, which admin sections they can open, and which solutions they handle.

6 people · only the Super Admin can add, edit or remove people.

C
Cre8sense
Super AdminActive
superadmin@financialwisdom.co.in
Everything, including people & permissions
AO
Advisor One
AdvisorActive
advisor1@financialwisdom.co.in
DashboardLeadsClientsClient BookFinancial ProfilesAppointmentsFollow-upsTasksDocumentsInvestments
Solutions: Financial Planning, Retirement, Insurance
MO
Manager One
ManagerActive
manager@financialwisdom.co.in
DashboardSalesLeadsOnboardingCareersClientsClient BookFinancial ProfilesAppointmentsFollow-upsTasksDocumentsInvestmentsReports
Solutions: All solutions
MV
Manalee Verneker
AdminActive
reach@financialwisdom.co.in
DashboardSalesLeadsOnboardingCareersClientsClient BookFinancial ProfilesAppointmentsFollow-upsTasksDocumentsInvestmentsReports
Solutions: All solutions
SO
Sales One
SalesActive
sales@financialwisdom.co.in
DashboardSalesLeadsOnboardingClient BookAppointmentsFollow-upsTasks
Solutions: Mutual Funds
SS
Support Staff
SupportInactive
support@financialwisdom.co.in
DashboardClientsClient BookTasksDocuments
Solutions: All solutions