How to Add a new User to Your Asora
Easily grant access to colleagues, family members, or advisors by adding them as users on your account.
To add a team member, they must first be added as a Person.
Step 1: On the left Navigation Pane, go to Security, and click on the Users tab.
Step 2: Click on + Add at the bottom and add them as a User.
Step 3: Please note you must first turn on the Active toggle, and then choose Apps and set permissions. You can only set family admin or account/asset level permissions. To add a new Client Admin, follow these steps.