General How-To's in Maxwell

Add an Advisor
View the below slideshow to learn how to add additional advisors to your portal. Before you start, please note that adding an advisor requires you t...
Mon, 23 Nov, 2015 at 9:29 PM
Grant a Standard Advisor Access to Employer(s)
Master Advisors must grant Standard Advisors access to employers. View the slideshow below to learn how to grant a Standard Advisor access to employer...
Mon, 23 Nov, 2015 at 9:36 PM
Manage Email Templates
View the slideshow below to learn how to manage email templates.
Thu, 24 Dec, 2015 at 10:07 AM
View Notifications as an Advisor
The Manage Notifications tool lets you notify the appropriate parties when certain events happen in the Maxwell Health system. In this article, y...
Tue, 13 Sep, 2016 at 8:13 AM
Masquerade as an Administrator
View the slideshow below to masquerade as an administrator from your advisor portal.
Mon, 23 Nov, 2015 at 9:41 PM
Add an Administrator
View the slideshow below to learn how to add a new Master or Standard Administrator to any employer that you have access to from your advisor portal. ...
Mon, 23 Nov, 2015 at 9:45 PM