While Elements does not have any support role-related capabilities, Advisors can create Assistants in AccountView to enable other team members to manage data directly in AccountView.

1. On the top right of AccountView, go to Settings > Assistants.
2. Click “create assistant”
3. Make sure to give the Assistant a username in “AccountView login”

Assistants ****may either have read-write privileges and do most of what advisors can do in AccountView (except create and manage other assistant users), or they may have read-only privileges.

Assistants can only be assigned to a single Advisor.