Whilst a room can only be created by your financial professional through their portal, once a Room is open you are able to add people as required. This may be a member of your personal team from your personal file, a staff member of the firm you are dealing with, or a third party who could be external. Rooms makes it easy to collaborate!
To add member to the room:
In the Rooms> Enter room> Members tab
Click ‘Add people’ and a drop down menu with adding options will appear.
- Choose from Add a team member, add a staff member or Add your own guest.
a) Add your own guest: Allows you to add external guests to your portal and choose if they are a professional or member of the family, and what sort of access should be granted in the your portal, Room only or portal information.
You need to decide whether the new person in the room should also be granted access to your portal by choosing None, Full or Custom from the access granting. Once added, you can go into the portal and adjust/cancel the permissions for this person at anytime.
b) Add a team member: Shows all your portal team members . Simply click on the member to add to the room and click Invite to room
The Activity log will show team member joined the room.
c) Add a staff member: A current staff member of your financial professionals' firm can be added to your room by clicking ‘Add a staff member’ and choosing the staff from the list. Again, you will need to decide if you wish to grant them access to your portal as well, and how much access (None, Limited, Full or Custom).
An email notification is sent to the person to advise they have been added and the person is added in the People tab.
The Activity tab will reflect the new person in the Room as a new message from the Concierge will be added.
Note: To delete a person from the Room, simply click the ‘Members’ tab and click on the rubbish bin in the box with the member’s name.