My Users List

Enter a User into the platform

My Users List
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Compatibility

Advisor Profile Manufacturer Profile Wholesaler Profile Services Profile distributer

daily-production

A list of all Accounts on your platform

Provide the Admin with a list of all Accounts with their details, as well as a Search function to find the Account you are looking for.


What will it add to my Nucleus Platform?

Account Names numbered by their alphabetical order, as well as details including their Account Type, a Parent Account if given, whether or not the Account is Active and the ability to Edit or Delete an Account.

A Search field at the top will allow an Admin to find the appropriate Account by  entering the name and selecting the Account Type if they wish.

Benefits

  • Quick and easy way to find an Account

Interested in trying this feature out?

Demo Now

30 Day Free Trial Available.

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