[Account Owner] Admin Report

If you're looking for a place to see all of your Administrative users on your account? We've got a great Admin Report just for that! ✨

To export an Excel file of all the Admins created on your account visit Accounts, Admins, and click the Export button in the top right-hand corner:

 The export file includes the following information:

• Email
• First Name
• Last Name
• Parent Advisor Email
• Parent Advisor First Name
• Parent Advisor Last Name
• Parent Advisor ID
• Admin Role (Admin, Analyst, Admin (Home Office), Analyst (Home Office),
• Firm Name
• Created Date
• Canceled Date
• SSO ID (If SSO is applicable)

Looking for more report options? 

We've got you covered! Check out some of our other great articles below:

• [Account Owner] Advisor Report
• [Account Owner] Invoices Report
• [Account Owner] eSignature Document Report