Brokers have the ability to create accounts for Employees who don't have email addresses. Usernames and passwords will be randomly generated and hidden so no one can access the account aside from the Broker who created it.
On the Client Dashboard, select Employee List from the orange context menu next to your desired Client.
Choose Create Employee on the top right-hand side of your screen.
Enter in the following information for the Employee:
- First Name
- Last Name
- Social Security Number
- Date of Birth (MM/DD/YYYY)
You'll then be required to check that you understand that any changes will be logged, to continue. Click Save and Login as Employee to continue. From that point, you will be working under the newly created account.