joelle.mamane@jcfmontreal.org
Can we mass disable some of the tabs from being available?
We currently have to disable many individually as we add the advisors.
2
votes
Joelle Mamane
shared this idea
Here is the support article for how to control those tabs in bulk: https://support.foundant.com/hc/en-us/articles/4405178618519-Bulk-Edit-Fund-Advisor-Settings
Please feel free to reach out to support or success with additional questions.