In this article

  • 4 minute video on customizing User Preferences and Team Settings
  • Overview

Please watch our 4 minute video on customizing your User Preferences and Team Settings. Feel free to replay, pause and enlarge the video to screen size for easier viewing.

Overview

User Preferences

The User Preferences area allows you to personalize your Asset-Map Platform and edit your practice's information, some of which appears on the cover page of Asset-Map reports. Adjusting your Asset-Map Platform settings will provide a better experience for you and your clients.

When authorized by your firm an additional administration page may be available to you called "Customization". On this page you may change the logo that appears on a report, disclosures, disclaimers and the Discovery disclosure as well. You may also enter a redirect URL to send clients who doing the Discovery online interview to a specific web location upon completion.

Team Settings
Team Settings are available if you are an account owner or Team Manager. Default firm settings like firm logo, disclaimers and disclosures are made here. Your Asset-Map activity can be found here as well.

Tags: logo, profile, picture, photo, team, broker dealer, setup, firm, team, organization, title, suffix, prefix, name, address, phone

12/2020

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