To enable a user with the Manager - User Create/Edit role, navigate to roles within the user detail page and enable Manager - User Create/Edit. This will provide the user additional functionality that allows them to create/edit Users from the Manage Advisors & Teams tab in the Coach Workspace.
This role is based on the portalEnableMgrCreateUser Tenant Configuration which if OFF by default. This configuration needs to be enabled to access the User Create/Edit functionality.
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Role Setup
Navigate to the user that requires this permission, click on Roles. Then, select Manager - User Create/Edit.
The Manager - Base Role must also be enabled to access this functionality
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Permissions
Here is an example of the functionality added where the Create Advisor option is now available as a result of enabling this Role.
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