Adding add-on users to your MProfit account
Modified on: Wed, 23 Sep, 2020 at 6:44 PM
To add additional users to your MProfit account, please follow the steps below:
- Login to your MProfit account at https://cloud.mprofit.in
- Click Tools (if you are an MProfit Investor+/Pro user) / Advisor Tools (if you are an MProfit Advisor user)
- Under the dropdown, click Access Control
In Access Control, click Add New User
Enter and confirm the email address for the additional user you want to add to your MProfit account.
On the subsequent screen, choose whether you want to make the user an Admin or give them Custom Access.
If you would like to give this user read & write access to all your MProfit portfolios, please choose Make Admin.
If you would like to give this user read-only / custom access, please choose Custom Access.
(If you choose Custom Access) Now under Family Access, choose the Families in your MProfit account that you would like to give either Read / Write / Import access to.
For each Family created in your MProfit account:
If you wish to share Read-only access for a particular Family, choose Read.
If you wish to share Read & Write access for a particular Family, choose Write.
If you do not wish to share access for a particular Family, don't select any option and that family will not be shared with this new user.
Preview and save the changes.
You are now done. The login instructions for the additional user will now be sent to their email address.
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