Designate members of your staff as stewards to help track and manage profiles and funds. If desired, steward contact information and image can be seen on the Fund Management tab of the Portal. Steward is a way to annotate a relationship manager. Enable this in Portal Options Settings.
- Navigate to the Steward page and click Add Stewards in the left-side menu.
- Check the box next to each user who will become a steward, and then click Create Stewards.