Each Morningstar Office subscriber may have one assistant that has access to the subscriber's Morningstar Office data. When logged in, the assistant will assume the identity of the subscriber, but the Profile page will show the assistant's profile. The assistant will not have access to the subscriber's Profile. Note: If you feel you need additional assistant profiles, please contact your Morningstar client solutions consultant.
Located under the Settings page of the Home tab, use the Assistant Management function to create or delete assistants.
To add a new assistant:
Click the Add User button.
If you're adding an existing Morningstar Office user as your assistant, enter their e-mail address and password, and then click Submit.
If your assistant is not currently registered in Morningstar Office, click the Register button.
From the New Account page, enter and confirm a valid e-mail address, and password.
You will need to select a Security Question from the drop-down menu and then provide the Security Answer.
Click Continue.
Enter in additional contact information and click the Continue button.
The Registration Complete box opens and triggers an automatic e-mail to be sent to the e-mail address used in the registration process.
Note: If an assistant does not get the e-mail, then the advisor can call Product Support and they will activate the assistant's e-mail.
The assistant will need to click on the Activate Account link in the e-mail, enter the Email Address and Password assigned during setup, and then click the Continue button to confirm their registration.
Note: Once a new user account has been registered, you must go through the process of adding the assistant.
To delete an assistant:
Select the assistant you want to delete by checking the box to the left of the assistant's name.
Click Delete. The assistant is deleted and no longer has access to the subscriber's Morningstar Office data.