Team Management
How to Add a System User in Gorilla
QUESTIONS THAT APPLY TO THIS TOPIC How do I add a System User? I have a new employee that I need to put into Gorilla, how do I do that? ANSWER Important Note: Before you do anything, there are two things that you should never do in Team Management. ...
How to Add or Delete a Staffgroup
QUESTIONS THAT APPLY TO THIS TOPIC I just created a new team, how do I add a staffgroup for it? We have staff group that we no longer need, how can we delete it? ANSWERAdding a Staff Group Click on Tools>Team Management Click on New>Staff group ...
How to Change Your Password in Gorilla 4.x
QUESTIONS THAT APPLY TO THIS TOPIC How do I change my existing password in Gorilla? How do I add a password in Gorilla? IMPORTANT NOTE You must know the old password to change it. If you do not know the old password, you will need to call Software ...
How to Create a New Team
QUESTIONS THAT APPLY TO THIS TOPIC How do I create a new team in Gorilla? ANSWERAdding a new team to Gorilla is done through the Team Management option in Gorilla. Click on the Tools>Team Management. Click on the New>Team. Fill out these fields: ...
How to Delete a System Owner
QUESTIONS THAT APPLY TO THIS TOPIC How do I delete a System Owner for an advisor that is no longer with us? ANSWERIf you are changing one System Owner for another, you first need to make sure the new System Owner is added into the system. If you are ...
How to Delete a System User
QUESTIONS THAT APPLY TO THIS TOPIC How do I delete a system user? One of our employees recently left the company, how do I get them out of the system? ANSWERDeleting a System User is not recommended. In fact, the system will not allow you to delete a ...
How to Edit Signatory Credentials and Titles
QUESTIONS THAT APPLY TO THIS TOPIC How do I change my Advisor's credentials? How can I change my Advisor's title? ANSWER In Gorilla, click on Tools>Team Management. Click on Edit>System Owner and then select the Advisor's name. On the right side of ...