How to Add a System Owner
QUESTIONS THAT APPLY TO THIS TOPIC
- The system owner's name is spelled wrong; how can I update that?
- We just purchased a new system owner, how can we get them added into Gorilla?
ANSWER
- In Gorilla, open Team Management by clicking on Tools, then Team Management.
- Click on New>System Owner to get the following window:
- Contact Software Support, let them know you are adding a system owner and give them the security code.
- Software Support will give you an Authorization Code.
- Enter the Access code into the Authorization Code field and then click Next.
- Click “I Accept” for the licensing agreement and then click Next.
- Enter in the System Owner Data (The required fields are First Name, Last Name, Title and Gender), then click Next.
- Click on the ellipses (three dot box) next to the Password Field.
- Leave the Old Password field blank, fill in a New Password and Confirm New password, then click Update.
- Click OK on the pop up that says Password Changed.
- Enter in an Emergency Phone number and the campaign experience (this will usually be Beginner), then click Next.
- Fill in all of the Merge Fields.
- Signatory Title - This is the Job Title (i.e. Financial Advisor)
- Signatory Initials - This the first initial of the first name, first initial of the middle name and first initial of the last name.
- Signatory Line - This is the system owners First and Last name (middle name or middle initial can also be included).
- Signatory Credentials - This is for any certification or registration credentials (i.e. CFP - If they don't have one, put an * into this field then explain to them they will need to remove the * using Team Management)
- Once all of that information has been filled in, click Next.
- Click Finish.
The new system owner is now available within Gorilla. At this point, you will need create a team for the new system owner as well as adding them into staff groups.
NOTE: Anyone who is not a member of the system owner's team will not be able to see any clients that belong to the system owner.
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