User Admin | How to Set Up Auto Sets for an adviser so that the roles against a client automatically default to the correct people(Internal guide)

Navigate to the user profile

Go to Key Details > Autoset for client

Autoset For Client

Click Add

Select the user type from the field dropdown

Select Field

Type the user’s name into the Value box and click the search button

Select Value

From the dropdown, select the appropriate user’s name

Select User

Click Save.