How do I link a custom provider to a recommendation section? :

How do I link a custom provider to a recommendation section? Print

Modified on: Fri, 14 Sep, 2018 at 4:37 PM

Having added a provider to your Provider Library, you can link it to one or more recommendation sections from within your Provider Library. From your dashboard go to your Provider Library. Find the provider you've added, and click the linked sections link to the right. You'll be taken to a new page where you can select the sections you wish to link it to.

Your provider will now be included in the provider drop down menu of the selected section wizard(s). In the example above this would be the New Investment Recommendation and Pension Benefits Recommendation sections.

You can only manage the links between sections and providers that you or your organisation (subject to the necessary permissions) have created.

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How do I link a custom provider to a recommendation section? Print

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