Main Content

The page explains that accessing advisor and agency records in SmartOffice requires specific permissions. Users need to have the "Advisors & Agencies user right" enabled by a SmartOffice administrator to work with these records.

Key Information

• Users must possess the appropriate user right to manage advisor and agency data
• A SmartOffice administrator controls permission assignment
• Related topic available: "User Accounts
• User Rights"

Page Features

The content emphasizes that administrative setup is necessary before staff can access advisor and agency functionality within the SmartOffice platform.