Home » Categories » Admin Portal » Configuration » Staff Setup

Configuration Settings

Configuration Settings

From the main dashboard go to Configuration>Settings.

 

 

There are different settings available for varying programs.

 

 

You can toggle between different setting options using the tabs at the top of your screen.

 

 

Be sure to Save any settings change you make.

 

If you do not see a particular setting that you'd like to adjust, you may not have the permissions to do so. Contact our support team at support@gradleaders.com.

 

 

Attachments Attachments
There are no attachments for this article.
Comments Comments
There are no comments for this article. Be the first to post a comment.
Related Articles RSS Feed
Manage Users
Viewed 9382 times since Nov 15, 2017
What is available in the Admin Utilities menu?
Viewed 3925 times since Aug 23, 2019
Manage Users Overview
Viewed 3653 times since Jan 10, 2011
How do I batch re-assign new advisors or account managers?
Viewed 3765 times since Oct 25, 2017
Staff Setup
Viewed 3505 times since Nov 15, 2017