How do I set up my paraplanners so that they can work on my client records?

If you have a business where advisers and paraplanners/administrators will both be working on the client records in EVPro, there will need to be some 'linking' of user records completed to facilitate this.

Once all user records have been created in EVPro, the appropriate records can be linked to the adviser record. This can be done by the Adviser or by the user in EVPro who has been assigned the EVPro Admin licence.

If the Adviser is to do the linking of records, they should access 'Settings' > 'My details':

Choose the paraplanners/administrators from the dropdown list under 'Users who can access my clients'.  There is also the option to have an email notification sent to one or more of the paraplanners/administrators chosen once a client has completed a Client profile sent by the Adviser as a secure link.

Once this has been done, the paraplanner/adviser would then be able to see any client linked to that adviser as well as any they have added:

Please note: the paraplanner/administrator will show as the adviser if they have added the client themselves.

The paraplanner/administrator will only be able to delete any clients that they have created (see record hi-lighted in the screen shot above). All the other clients here have been created by the adviser and cannot be deleted by the paraplanner.