Firm Verify allows unlimited users. Fellow employees and managers can be invited via the Access Manager in Firm Verify. Only Admin users can invite others to Firm Verify.
I have already been invited to CAS360 or Simple Fund 360/Simple Invest 360; why am I unable to access Firm Verify?
Invites are sent out for CAS360, Simple Fund 360/Simple Invest 360 and Firm Verify individually.
An invite will need to be sent to you by an Admin of Firm Verify to obtain access.
- From the top toolbar, hover your mouse over the App Switcher icon and select Users.
- From the BGL Account page, hover your cursor over the Admin icon (on the left hand Main Toolbar), and in the side menu select Invitation.
- You will be directed to the User Manager page. This will display all current users with access to your Firm Verify firm. Select Invite New User from the top right.
Input the user's email, first name, and last name, and assign a (User) Role. A User Role is given to determine the access rights for this individual when accessing and completing tasks in Firm Verify. You can select the following default roles or any other user-customised roles from the drop-down list:
User Role View Only Admin
- Select Invite User(s). You can invite more than one user at a time. Select Done to return to the User Manager page.