Get started with your Roger Advisor account

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

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.

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.

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.

Written by Mads
Updated over a week ago