Add Adviser Business Principal

  1. In black taskbar at top of screen click on “Back Office” and then “Members/People”

  2. In one of the search boxes (e.g. Surname) type in the details for the person you need to add as an Adviser Business Principal, then push Enter.

  3. When you locate the correct person, click on the link “View member’s profile”.

  4. This will take you to that person’s Profile homepage.

  5. From menu on left, click on “Your Organisations”.

  6. Click on "Edit" link on right-hand side of screen.

  7. From menu on left, click on "Roles in organisation".

  8. From the chck-box list select "Principal".  If you have the relevant dates put them in, otherwise just leave blank.

  9. Click on “Save Organisation” button at bottom left of screen.