Access Controller
As Access Controller you will establish your practice in Class. We will guide you through this pathway using a combination of emails, videos, user guide articles and online courses. We will take you through these four activities where you will learn to invite users, assign roles and configure business settings.
The welcome activity is the first part of this pathway where you will learn how Class works, the process for managing client funds and the most used business menus for your role.
Our Business Settings couirse teachers you how to tailor your business, brand, and fund settings.
Learn how to set up contacts in Class and grant user access to our funds and portfolios.
Our final course covers creating, customising, running, maintaining, and cloning reports.