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Get started with your Roger Advisor account

Get started with your Roger Advisor account

Here you can find guides about setting up and using your Roger Advisor account.

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3 articles in this collection
Written by Mads
Your staff and coworkers

Importing staff to your advisor account

Here's all you need to know about importing staff members using a CSV file.
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Written by Mads
Updated over a week ago

Use groups to give your staff access to client accounts

This article helps you understand how to use groups to manage your team's access to clients' accounts.
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Written by Mads
Updated over a week ago

Advisor dashboard staff roles explained

This article provides an overview of the roles and permissions of the various staff members in your Advisor Dashboard.
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Written by Mads
Updated over a week ago
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