Make Users Stewards

Written by Nick Miles

Last published at: April 7th, 2021

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

  1. Select Steward from the Home page.
  2. Click Add Stewards.
  3. Check the box(es) next to each user that you want to make a steward.
  4. Scroll to the bottom of the page and click Create Stewards.