Viewing Professional Deputy Admin Account

Modified on Tue, 26 Jul 2022 at 04:39 PM

Under Users, you will be able to see the list of users who have selected you as their Professional Deputy.

 

You may invite users by clicking on 'Invite Users'. Alternatively, users may select you as their Professional Deputy by inputting the referral code, found on under Professional Deputy Info. 



Under Admin, you will be able to see the list of Professional Deputy Admins. You are able to add or remove admins accordingly. 


Under Billing Report, you will be able to see the list of users and their payment history, as well as export the information to Microsoft Excel. 



Under Professional Deputy Info, you are able to review your information. 

By clicking on the Icon, you can edit the name, logo and description of the Professional Deputy. 


Note. You can share your unique Referral Code to users so that they are able to add you as their Professional Deputy by inputting the Referral Code in their own dashboard. 


You may add additional Professional Deputies within your firm by clicking on Delegate Access. 

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