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How do I add teammates to my advisor account?

Adding admins and assistants to your Measured profile.

Updated over a week ago

As an advisor, you can grant colleagues access to your Measured account by adding them as teammates. Teammates can be given either Full Access or Read-Only permissions depending on their role.

**Permission levels**

Full Access teammates can manage accounts, submit applications, and make transactions on behalf of your clients β€” everything you can do as the account holder.

Read-Only teammates can view accounts and activity but cannot take any actions or make changes.

**How to add a teammate**

1. Log in to your Measured advisor account

2. Click the profile icon in the upper right corner

3. Select **Settings** from the dropdown menu

4. Click **Teams** in the left-hand menu

5. Click the **Add Teammate** button

6. Enter their email address

7. Choose their permission level (Full Access or Read-Only)

8. Click **Add Teammate** to confirm

**Approval process**

If your teammate shares the same email domain as you, their access will be approved and active immediately. If they use a different email domain, the request will be sent to the Measured Operations team for review before access is granted.If you have any questions about teammate access, reach out to us at [email protected].

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