How to Add or Delete a Sub Introducer

 

The Sub Introducer must already be set up as an Introducer. To see how to do this, click here.

Open the Introducers window

Open the Introducers window

1: Click Admin from the menu.

2: Select Introducers from the drop down list - the Introducers window will open.

Edit an Introducer

Edit an Introducer

1: Select an Introducer to Edit.

2: Click Edit from the Menu - the Edit Introducer window will open.

Add a Sub Introducer

Add a Sub Introducer

1: Click the Sub Introducers tab - the Sub Introducers window will open.

2: Click New - the Introducers select window will open.

 

Select an Introducer.

Select an Introducer.

1: Select an Introducer.

2: Click OK to Add this Introducer as a Sub Introducer - the window will close and the Introducer will be added to the Sub Introducer list.

Close the window

Close the window

1: The Sub Introducer is added to the list, to add another repeat the steps by clicking New from the menu.

or

2: Click OK to close the window.

Delete a Sub Introducer

Delete a Sub Introducer

1: Select the Sub Introducer to delete.

2: Click Delete to delete the Sub Introducer.

3: If the Sub Introducer was deleted in error - Click Undelete to abort the deletion.

4: Click OK to close the window.

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