Map Relationship Manager & Sub broker in Bulk

Hi All,

Wish you a very Happy New Year !

In the Admin login of your Advisor Portal, we have given a provision to update the RM and Sub broker mapping in Bulk via an Excel export and Import facility.

Click on the Excel export button to download a sample format of the data that can be uploaded.

Enter 1st Reporting Level's name in the Level Name column

Then Enter that user's Code in User Business Code column

The User Business Code can be defined from Settings >> User Settings >> Click on Edit on the right >> Code input field in the User Profile form.


Team InvestWell

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