Getting started

User guides

• Investor Compass User Guide ▶️
• Advisers and Assistants Full Guide ▶️
• Admin Access Full Guide ▶️
• What are 'user permissions' ?
• How do I create a user?
• Edit, archive, delete and reactivate users
• How do I link an adviser and an assistant?
• What is my user type?

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Tool guides

• Clients ▶️
• Standard Support Model
• How are the recommendations developed?
• Groups
• Responses
• How do I edit multiple clients?
• How do I use activity notifications?
• How do I reassign a client to another adviser?
• Accessing your site
• How do I set email notification settings?

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