Editing a User (Staff member)
If you need to make changes to any staff members who are working for you - either they are having more/less functionality or they have left the job - you will need to go to Settings
This will take you to the page with all of your broker information and the Settings menu -
Here you have access to:
User Management
Branches/Departments
Document Settings
Email Settings
Financials
Introducers
Web Form Management
Select User Management and this will take you to the list of staff members, their job title and User Type (what functions they have)
If you need to change what sections of BrokerCentral one of your staff has access to - see the steps below:
To edit the member of staff, click on the first symbol (pencil / paper)
This will take you to the screen where you can enable or disable the various functions (modules)
