For Home Office Admins

Marketing Admins

• How to Use Firm Content Automations as a Curator
• Firm Published Content - Wagtail Shared Folders
• How to Auto-Approve Firm Published Content
• How to Create a Firm Campaign and Distribute to your Advisors
• How to Use Social at Scale to Distribute Social Posts
• How to Create an Advisor Account?

Supervised Users

• How to Reviewer Assignment
• Compliance Review for the Monthly Broadridge Newsletter
• How to review Intro Notes
• Team Lead Access
• Compliance Training Video
• Understanding the Supervised Users Dashboard

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