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User Management

There are two ways a new user can be added to the InvestSense Adviser Portal. This guide covers both workflows for staff members.

1. Adding a New User via the Staff Portal (Preferred)​

Staff members can create a new user account directly. This process gives the user immediate access after they set their password and is the preferred method for adding new users.

The Creation Process​

Step 1: Go to the Create User Page​

Navigate to the Create User page within the Staff Portal.

Note: You must be logged in with your staff account to access this page.

Step 2: Fill in User Details​

You will need to complete the following fields for the new user:

  • First Name
  • Last Name
  • Email
  • State
  • Company
  • Suites
  • Trial Period (Optional)

Step 3: Create User​

After filling in the details, click the create button. The user will receive an email prompting them to set a password for their new account. Once they have set their password, they will have immediate access to the portal with the permissions you have configured.

2. Approving a Self-Registered User​

This flow applies when a user signs up themselves via the public registration form. To maintain security and control access, every new user who registers for the portal must be manually approved by a staff member.

The Approval Process​

When a new user registers, an email notification is sent to the InvestSense team.

Step 1: Access the Staff Portal​

You can either click the link in the notification email or navigate directly to the Staff Portal.

Note: You must be logged in with your staff account to access this page.

Step 2: Locate the New User​

On the Staff Portal dashboard, you will find a New User Signups section. This table lists all users who are pending approval. Find the user you wish to approve and click the Edit button next to their name.

Step 3: Configure User Access​

After clicking edit, you'll be taken to the user's profile page. Here you need to configure two main settings:

  1. Company: By default, the user is assigned to "InvestSense". If the user belongs to a specific client firm, you must change their company from the dropdown list to the correct one.

  2. Suites: Suites determine which sets of portfolios the user can view. You can select one or more suites based on the user's needs. For example, if they only need access to portfolios on the HUB24 platform, you would select only the HUB24-related suites.

Step 4: Confirm Signup​

Once you have assigned the correct company and suites, scroll to the bottom of the page and click the Confirm signup button.

After you confirm, the user will automatically receive an email notifying them that their account has been approved and they can now log in.