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  1. AdvisorStream
  2. For Compliance Officers
  3. Supervised Users

Supervised Users

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  • How to review Intro Notes
  • Team Lead Access
  • Compliance Training Video
  • Understanding the Supervised Users Dashboard
  • Navigating Awaiting Review
  • How to Review a Pending Brand?
  • How to Review a Pending Profile?
  • How to Review Social Media/Websites Connections?
  • How to Approve or Reject Content - Global Approval
  • Supervisor Activity & Article Audit
  • Navigating Previously Reviewed

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