Adding Team Members

Use Team Management to add a team member to the correct practice and maintain their user details. This area is available to Compliance Manager users.

Step 1: Open Team Management

Select Me at the top of SARA, then choose the Team Management tab. Check the list for an existing account before creating another one. The list shows name, email, practice, role and status.

Step 2: Create the team member

Select Create Team Member. Enter the person’s Full name and Email, add their phone number if required, and select their Practice. Name, email and a practice are required.

Step 3: Choose the appropriate role and status

The form offers Adviser, Compliance Manager, Paraplanner and Support Staff. Select the role authorised by your organisation and check the status. Give each person their own account, and avoid granting management access simply to work around a missing record.

Step 4: Save and check

Select Create Team Member and wait for the success message. Find the new entry and verify its email, practice, role and status. Follow the account instructions supplied by your organisation; if the person has not received the expected account communication, ask the administrator to check the account rather than creating duplicates.

Updating an existing member

Use the edit control next to the team member, change the relevant details and select Save Changes. The form includes Active and Archived status options. Treat changes to roles, practice and status as access changes and follow your organisation’s approval process.

Use Me → User Profile for your own profile details. Password recovery and two-factor authentication are handled through the sign-in workflow; never send passwords or authentication codes to another team member.