Articles in this section

  • Make Users Stewards

    Designate members of your staff as stewards, to help track and manage profiles and funds.

    1. Select Steward from the Home page.stew_1.png

    2. Click Add Stewards.stew_2.png

    3. Check the box(es) next to each user that you want to make a steward.stew_3.png

    4. Scroll to the bottom of the page and click Create Stewards.stew_4.png