Administrator guide

Access Administration from your user menu. You'll see a list of all accounts.

To create a user: fill in name, email, temporary password, and role. The user must change their password at first login.

Available actions per account: change role, suspend (ban), or permanently delete.

The CRM module (Administration → Client CRM) provides an overview: contacts, statuses, and activity of your clients.

Use the CRM to identify active clients and those requiring follow-up.

Administration → LPP Management lists all search requests submitted by clients.

Check new requests regularly and coordinate their processing with your advisors.

• Client — dashboard, simulators, family spaces.
• Advisor — all client features + LPP request handling.
• Administrator — all features + complete user and role management.
• Broker — read-only access to their assigned clients/companies.

When a company creates a broker account itself, that account stays locked ("Pending approval" status) until you approve it.

In Administration, find accounts marked "Pending approval" and click Approve to unlock their sign-in.

Administration → Broker management gives you a global view of every broker on the platform and their assignments, regardless of which company created them.