Learn how to add and manage Advisors to 6clicks Spokes
Table of Contents:
- How to Invite Advisors from the Hub and Provide Access
- How to Invite Advisors from within a Spoke
- Accepting an Invitation as an Advisor
- Removing an Advisor from your Team
- Managing Advisor Permissions within a Spoke
- Limitations of Advisor Access
How to Invite Advisors from the Hub and Provide Access
Go to Spokes within the Hub and click on the name of the relevant Spoke you with to provide access to.
From here, go to the Advisor tab and select Invite Advisor at the bottom of the screen.
Enter the Hub users name and click Invite to add to the Spoke.
How to Invite Advisors from within a Spoke
From inside the spoke's dashboard navigate to the Administration tab and select Users.
This Users tab is different from normal Users tabs as it allows administrators the ability to manage both client Users and Hub Advisors.
To add an Advisor, navigate to the Advisor tab and click Invite Advisor.
Please note: This is the step where we need to ensure our additional advisors exists in the Hub team. If they don't an error will occur stating that the email does not exist.
Accepting an Invitation as an Advisor
As an Advisor, you will receive an email invitation with a link.
Once you select the Accept Invitation button you will be taken to the sign-in page with your Hub team name pre-populated. Login in using your credentials.
After login, you will be directed to the Spokes screen, which displays your list of spokes. Next to the name of the company that invited you in the Spoke Access column, a link will appear that says Accept Invitation. Click on the link to accept the invitation.
After accepting the invitation, the link will change to Log in to [Team Name]. To Access their team, simply click on the Log in to [Team Name] button and you will be logged into their team as an Advisor.
To navigate back to your Hub team click on Back to [Hub team].
Removing an Advisor from your Team
You can also revoke an invitation of an Advisor at any time if required, simply select the Advisors tab click on the Advisor you wish to remove and then click on Remove Access button.
A confirmation pop up in the bottom left of the screen will be displayed to confirm.
Managing Advisor Permissions within a Spoke
The level of access Hub Advisors have within a spoke can be managed via the Administration Section within the spoke. Go to Administration > Roles and select and edit the Advisor role.
From here, Advisor permissions can be managed to ensure they have the appropriate level of access.
You can also manage access permissions on an individual basis for Advisors. To do this, Go to Administration > Users and select the Advisor tab.
From here, select the relevant Advisor and click Permissions. This will open the Manage Permissions page for just that Advisor.
Limitations of Advisor Access
By default, Advisors have the same level of access to a Spoke as Spoke Administrators. As detailed above, this can be altered via the Advisor role.
There are some notable limitations for this type of access:
- Advisors are not able to login directly to the Spoke - Advisors must first login to the Hub and then navigate to the Spoke.
- Advisors are not able to impersonate Spoke users - this can only be done by Spoke Administrators.
- Advisors are not affected by SSO configured for the Spoke - they are subject to SSO and other security settings applied to the Hub.