Approving Users

As Asset TV websites are created for financial professionals new registrants should be reviewed before being granted access.

To see the list of users awaiting approval go to People > User Approval.

The list of users shown are those that completed registration but have yet to be given access. After reviewing new registrants you can then take 1 of 4 actions:

Approve: [Region] will grant access to the selected region. The User will recieve an email confirming they can now login.
Deny: North America will email the user denying access to the region they registered at but inform them they may be eligible for the US site and to register there.
Deny: UK Europe Asia will email the user denying access to the region they registered at but inform them they may be eligible for the UK, European or Asian websites.
Deny: Requested Verification should be used when we can't verify the user is a Financial Professional. You can then email the user directly asking for clarification and once they reply you can then return to approve or deny the account. This is usually managed by the data team.

Info

When an action has been taken for a user you will see a Marketing Status for them. This will prevent you from messaging a user twice as you can see the previous action applied to the account. When a user is approved they will be removed from the list.

To apply the above actions mark the checkbox next to your user in the list and select the appropriate action from the Action drop down at the top of the table.