How to Use the Multi-User Tool

Note: This article is only applicable to subscribers with access to the Multi-User tool and Publisher Admins.

The FMG platform is designed to help advisors, staff, and marketing coordinators from the home office collaborate on marketing activities related to an advisor or firm's brand. Each brand profile is set up within an FMG Subscriber account. Normally, advisors and staff are given user accounts that grant them access to a single Subscriber Account.

With the Multi-Users feature, advisors and staff can now access multiple Subscriber Accounts using a single sign-on (SSO) session. This feature ensures a seamless and secure experience for the following scenarios:

  • Staff members who work with multiple advisors

  • Advisors who provide support or oversight to other advisors

Functional Overview:

  • Advisors and staff can easily access multiple FMG Subscriber Accounts using a single session as Delegate Users.

  • The home office can add access to Subscriber Accounts for all users through a file upload utility in Publisher.

How to Use the Multi-User Tool

You will be directed to the Accounts page when you log into your account. This page displays a list of all the accounts you can access. To start working within a specific account, click on the "Access" button located on the right side of the account's information.

When you are ready to leave the account, hover over the name in the upper right corner. From there, you can sign out or access another account. Clicking "Access Another Account" will return you to the Accounts page.