After the advisor group has been created overnight, you can select a Leader for the group.


Required Access:

You will need Access Group Administrator or Administrator access level.


Where to go:

  1. Go to Admin > Member Management.
  2. Find Access Group Manager


Steps to be taken:

  1. Find your advisor group and under GroupShare Group, click on Leaders.
  2. This will take you to a page where you can find all of the Members that are part of the advisor group.
  3. To select a Leader, mark the checkbox for Is a leader?
  4. When that Leader logs in to their homepage, there will be a My Advisor Group(s) section below Quick Links, where they will be able to see the Advisor Group they are a Leader of, as well as all the other advisor groups they are a part of.