Firm and user management Guides & tutorials Tax year end support Literature Simplified pricing James Hay upgrade Platform developments Advisers Support Guides and tutorials Firm and user management Platform overview Firm and user management New business Investment management Decumulation MI and reporting Additional contributions Withdrawals Adviser charges Client servicing Firm and user management guidesUnderstand how to create and manage users.How to create an adviser userHow to create a non-adviser userHow to authorise a new userHow to edit an adviser, non-adviser and client usersHow to update user and security detailsHow to register a dual running userHow to register an upgrading userNot found the answer you're looking for?Check out our FAQs page for all questions related to the new Nucleus Platform. Check out our FAQs now
