How do you create a new Provider/Platform?

Modified on Mon, 6 Apr, 2020 at 2:19 AM

From the Providers/Platforms page in the Content Management area, select the "Create a New Provider/Platform" button, located on the top right hand side of the screen, just underneath the "Log Out" button.

This generates a pop up box that appears on the screen. In this box, the Platform/Provider Name is at the top left hand side, and on the right, the user selects whether they are adding details for a Provider or a Platform. Selecting either option will display different field entries.

Provider:

To add a Provider is the default choice in this pop up box. The first option is to select the classification of this provider; the options are: "DFM", "Fund/Portfolio", "Investment & Retirement", "Mortgage", "Protection". Below those classifications is the description text box (this is a 'rich text box': it is possible to add formatting styles like bold, italics, bullet points etc. to the description text).

Platform:

As the Provider is the default choice in this pop up box, the user must select the 'Platform' button to the right hand side of the Provider/Platform Name text box. This will change the options displayed in this text box. The only thing that will now appear in this screen is the description text box (this is a 'rich text box': it is possible to add formatting styles like bold, italics, bullet points etc. to the description text).

Save Draft Copy or Save and Publish:

Below the Description text box, there are two options: 'Save Draft Copy' and 'Save and Publish'. 'Save Draft Copy' is the pre-selected option and allows company administrators to save this as a draft, so that it will be saved in the system but not available for use in the reports. To complete this process, click on the button 'Add Draft'; the user will then be redirected back to the Providers/Platforms page.

The 'Save and Publish' option will save the details of this Provider/Platform and will be available to use in the reports for every user associated with the company. To complete this process, click on the button 'Add'; the user will then be redirected back to the Providers/Platforms page.