It is common for advisors to request to add members of their client support team (such as executive assistants or branch office administrators) to a client's account in Brillian. There are two ways to do this:

Any admin on the account (i.e., the business owner or primary contact) can add a user on the Settings tab in their business dashboard. They will scroll down to Manager Users, add the name and email, and hit Send Invite.

Reach out to [email protected] with the business owner or primary contact copied. We are happy to make this change, but we will need permission from your client before we add anyone to their account.