Creating a New Authorised Rep

Written By Anthony Lyon

Create a new Authorised Rep (Adviser) in Sara under your AFSL

From the left menu, select ‘Representatives’

TYhen click, ‘Create Adviser’ to add a new Authorised Rep into your AFSL.

Only users with the user role ‘Compliance Manager’ can add a new Authorised Rep under the licensee

Complete the create adviser popup

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Creating a New Practice