Practice Exchange

Hide a user on Practice Exchange if they no longer want to participate in Practice Exchange. How to "Delete" a user's profile.

How to Remove a User from Practice Exchange

Hidden users are unable to log in or be searched for on Practice Exchange. Reinstate a user's access to Practice Exchange by unhiding them.

Learn about the Users page, what information you can find there and when to use this page.

The Advisor Inventory and Users pages look very similar. Read this article to learn the differences between and when to use each.

Understand what information is provided and how to interpret it within the User Drawer in the Users page

Learn about the Users page in the Admin panel of Practice Exchange, for those with Administrator access.

Learn how to edit the Users list by adding or removing columns from your custom view.

How to use the search function within Users.

Find answers and get help from Intercom Support and Community Experts

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