The Users page shows all users that have an account within a specific affiliate. For example, if you’re on the RJA Practice Exchange website, which is mutually exclusive from all other affiliate platforms, you will only see RJA Practice Exchange users.

As opposed to the Advisor Inventory page, only Financial Advisors who are users are found on the users page, which can be noted by the presence of avatars and “Activated” or “Joined” marketplace statuses throughout the list on the Users page.

The Users page is where you can access the user’s details, activity on the platform within deals and elsewhere, their frontend profile, assign or adjust a manager, and leave notes for other Administrators.

Note: The Advisor Inventory and Users page look almost identical, but have important differences. Financial Advisors who are users appear both on the Users and Advisor Inventory page, however, Financial Advisors who are not yet users only appear on the Advisor Inventory page.