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 — 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
Log in to your Measured advisor account
Click the profile icon in the upper right corner
Select Settings from the dropdown menu
Click Teams in the left-hand menu
Click the Add Teammate button
Enter their email address
Choose their permission level (Full Access or Read-Only)
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].