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How do I add a team member or a service provider to a client's account?

How advisors can add client support team members or other service providers to a client's Brillian account.

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Written by Hallie Porterfield

Adding people to a client's account

It is common for advisors to request to add members of their client support team (such as executive assistants or branch office administrators) or other service providers (e.g., accountants or bookkeepers) to a client's account in Brillian.

Always get your client's permission before adding anyone - users should only be added with the business owner's knowledge and consent.

  • Navigate to the Clients tab in your Brillian account and select the business

  • Click on Settings

  • Scroll down to Manage Users

  • Add the email, name and role for the new user and click Send Invite

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