Getting Started Guides
Introduction : Based on the requests received to create a user level with certain client access rights that do not fit in our current reporting hierarc...
Fri, 6 Jan, 2023 at 4:36 PM
Dear All, We have made a major advancement to the Feature Permission module in Mint. This includes creating & assigning Roles to users of all levels...
Mon, 20 Mar, 2023 at 5:04 PM
Please create a dummy client called "Inactive Client" and merge these exited clients into that 1 client. We can't delete the client as his his...
Sun, 7 May, 2023 at 11:42 AM
This document explains the usage and process of creating users in Investwell Mint. Usage: On Investwell Mint you have the option to create sub-user...
Tue, 19 Nov, 2024 at 2:58 PM
Escalation matrix is shown on the left hand side below the client profile picture. It displays the advisor company hierarchy that is currently assigned to t...
Fri, 15 Nov, 2024 at 10:41 AM