Introduction
Setting up a Relationship Manager (RM) or Sub-Broker user helps establish a clear hierarchy in client management. By assigning roles, financial advisors can delegate tasks efficiently, allowing RMs and Sub-Brokers to handle specific clients while maintaining structured oversight.
This will enable the tracking of client interactions, investment handling, and management of commissions to be more effective. We will take you through the steps to create a new RM or Sub-Broker user and assign them a spot within the hierarchy.
When should you create a Relationship Manager or Sub-Broker user?
The creation of an RM or Sub-Broker user depends on the size and structure of your team. If you have multiple team members managing client relationships, it’s best to set up these users as a first step when getting started with Mint. This ensures a well-defined hierarchy and smooth delegation of client interactions.
But if you are starting solo or expanding your team in the future, you can add RM or Sub-Broker users whenever the need arises.
To learn how to assign a Relationship Manager to your clients, click here.
How to Create a New Relationship Manager or Sub-Broker
Path: Go to Dashboard > Settings > User Settings
Click the Create User button to add a new user.
In the user creation form, fill in all the required details.
When filling in all the details in the user creation form, you must select a role.
By default, some predefined roles are available for selection.
What Are Roles?
Roles define the level of access and responsibilities assigned to different users within the system. They help establish a structured hierarchy, ensuring that each team member has the appropriate permissions based on their function.
For example, an Admin may have full control over all features, while a Relationship Manager (RM) or Sub-Broker may have limited access to specific client portfolios. Assigning roles helps streamline operations, maintain security, and ensure efficient client management.
By default, "the predefined role" comes with preset access permissions. To expand or limit access, you can create more roles and modify the permissions accordingly.
Create a New Role:
Path: Go to Dashboard > Setting > User Setting > Create Role
Click here to find out how to modify the access permissions of a created role.
In the user creation form, leave the "Send activation mail to user" checkbox selected. This will send an invite to the entered email ID. Using that invite, the user can set their own password and log in.
The list of all created users will be available under User Settings in the Users tab.
Note: All created users can be edited or deleted in the User Settings option. This functionality is only available for the admin user.
How to Create Users in Bulk
To create users in bulk, use the XLS file upload.
Download the sample XLS file, complete all the required fields with accurate data, and upload it.
Use the Action button to edit or delete a user.
Select the users using the checkbox to send an invitation email or to deactivate/reactivate their login.
