Please note that adding a new team member is only a market Admin task.

Add the new user's email address, and then click "continue"

On the next step, click "Add User to this Market" button.

Add the User's First Name, Last Name, and choose their title from the drop-down.

Click the "Office" field, and select Local Office.

Click "Add new office" and choose "Local Sales".

Click on the NRL Membership toggle for Local in most cases. Typically, National is designated for rep firm business.

Click on the appropriate CRM Role toggle, under ShareBuilder CRM Roles. Each toggle has a set of permissions that will be enabled once toggled. To view these permissions, or potentially alter permissions, please expand the "Permissions Enabled" dropdown.

Scroll down to Business Unit Options and toggle on each business unit the user should have access to.  They will need the Business unit toggle, the Default Business Unit toggle, and the request accounts toggle turned on for all business units that they are selling on.

Once finished, click on "Add User" at the top of the page and a welcome email will be sent to the new user with instruction on logging in.