Managing an Office or a Large Firm by Creating Users

You can create additional logins for your Blueleaf account to allow other members of your firm to access specific clients, create reports, etc. Click Settings -> Manage Users.

From here, you'll have two options for the new user:

1. Advisor/Assistant: This access should be used if you don't want the user to have access to all clients. Once you create this user, you can assign specifc clients to this user by following the steps here. This user will not be able to assign accounts or manage custodial connections.
2. Admin: This grants access to all areas of Blueleaf that the firm administrator can see. This user has access to all clients, can assign accounts, and manage custodial connections.