Members and Leaders of an Advisor Group will have access to a GroupShare for each group. From the GroupShare, Advisors can email their group members, see member requirement reports, and use the other features of GroupShare.
When a new Advisor GroupShare is created, the features are not yet activated. An Advisor can enable the GroupShare features using the following steps. An Administrator can also activate the features of new GroupShares by following the article Configuration Options for GroupShare Leaders
Members and Leaders of an Advisor Group will have a section on their home page called My Advisor Group(s). It will list all the advisor groups they are part of, including the ones where they are a Leader (i.e. Advisor).
Required Access:
You will need to be set up as a Leader of an advisor group GroupShare. See Advisor Groups.
Where to Go:
From the homepage, click on the advisor group name you want to configure.
Steps to be taken:
- If you click on Admin, a popup window will appear with all the settings available for the advisor group.
- Under Leader Actions, click on Configuration.
- There are already recommended default settings for advisor groups.
- Click Save to enable all the features.
- The following features will appear: Directory, Discussions, Hours, Files, Photos, Forms, Notebook, Tasks, News and Pages.
- Take note, you can also go back to re-configure the settings at a later time.