How do I add additional profiles?

You can add as many profiles to your account as you wish to suit your business needs.

This could allow certain professionals to have access to one plan, and others in your company to have access to another, based on their specific needs. And it can allow your business to be promoted in different locations.

You may also wish to personalise a profile to the exact advisers which service that area, and use different profiles for various locations across the country.

To do this, select ‘Profiles’ from the left-hand navigation, and click ‘+ Add profile’ from the right-hand side.

Here, you can add in your new profile’s key details such as profile name, location, people, and advice areas.

You can also increase one profile’s reach by promoting it in different locations through our Growth or Enterprise plans. For more information on our range of professional plans, click here.