How to create a custom client view in Albridge?

TABLE OF CONTENTS

• Step 1. - Settings
• Step 2. - Customizing Client View
• Step 3. - Apply your New View to Clients
• Step 4. - Done
  
  

Creating Client Access allows you to customize the viewing properties of your client portfolio dashboard

Step 1. - Settings

1. From your Client List, Go to the Settings Tab

2. Click Create Client Access under client Access

   
   

   
    

   
   

Step 2. - Customizing Client View

1. From the Create Client Access page, Set Landing Page to Portfolio Dashboard
2. Enter a name for this view in Enter Client Access Role Name text box
3. Go through the five tabs and select what you would like included in your view.
   1. Dashboard
   2. Reports
   3. Date Options
   4. Additional investor Functionality
   5. Mobile
4. When done, Click Submit
   
    

Step 3. - Apply your New View to Clients

1. Click on Client Access Role Settings tab

2. Here you can change the view for each client

3. Click on the drop down list under Client Access and select your new view

4. When done, click Submit
   
   
   

   
   

Step 4. - Done

1. You have now created a custom view for your clients
   
   

If you have any issue with any of these steps contact Tech support at tech.support@vanderbiltsecurities.com or Call at 631-845-5100