Classic Platform | Force Platform | What platform am I on ?
Login to your website dashboard by following this format: www.yourwebsite.com/user
Once you are logged in, select the ‘Content’ tab on the far left hand side
Once you are brought to the ‘Content’ section of your website dashboard, select the ‘Team’ tab
You can either select the name of the advisor under ‘title’ or select the ‘edit’ button under ‘options’
Once you are in the edit view of the team member, you can change their email address and either ‘save & submit to compliance’ or ‘publish’
Select ‘My Content’ from the far left hand side
Go to 'Our Team' and find the team member you would like edit. Select 'Edit'.
Next, you will be able to change or enter in the contact info of the team member in the fields, as shown below.
To save your progress, select DRAFT
To publish to your live website, select "PUBLISHED" or "NEEDS REVIEW" if you are on a compliance workflow.