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Manage your employees [Portfolio Manager]

To manage your team on SevenFifty, click on your name on the top right hand corner and select the Account Settings option from the dropdown menu.

To edit a user’s account on SevenFifty, click on the blue triangle to the right of their name. You can:

  • Make an Admin
  • Remove Admin Privileges
  • Make Account Owner
  • Remove from Team

EmployeeManagement.png

If you have invited a new colleague to your Portfolio Manager plan and they did not receive the email, click on the OpenInvitations.png button on the left hand panel. Click the Resend button next to that colleague's name.  

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