Company administrators can request access to the Supervisor Role Add-ons. Enterprise-level companies get this add-on in their plan.
In this article you can learn how each role can utilize and interact with supervisors.
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Supervisors are assigned to teams and individual advisors, establishing clear lines of oversight.
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Supervisors and compliance officers use new filtering options on pages like Clients, Prospects, Households, Analytics, and Surveillance Exceptions to focus on specific supervised groups.
For Company Administrators
1. You can assign Supervisors to teams so they can oversee specific groups without accessing the entire company's data. To do this, navigate to Settings > Collaboration Hub > Teams. From here, you can edit a team to assign the supervisor role.
For Compliance Officers
1. You can filter clients and prospects by supervisor, so that you can view only the data relevant to a specific supervisor’s oversight.
2. You can filter surveillance exceptions by supervisor, so that you can investigate issues for specific supervised groups.
3. You can filter analytics by supervisor, so that you can analyze data for specific supervised advisors and teams.
