Types of Roles

Depending on your role at your organization, there are many types of roles you may have been assigned within the platform.

End User/Advisor

If you utilize the platform as a member of your home office, you likely have this view of the platform.

Administrator

If you work for a broker dealer or home office, you likely have an admin account. If you have questions regarding utilizing Gainfully, please email your Client Success Specialist or the Gainfully support inbox at [email protected].

Content Manager

If you utilize the platform as a content strategist, upload content, create drip campaigns for users, and more, you'll have an additional icon on your navigation bar, and are likely assigned the Content Manager role. Please navigate to the content manager specific part of the help center for further assistance, or email [email protected].

Compliance Manager

If you utilize the platform as a member of an advisor's compliance team, you're likely in our Compliance Manager workflow. Please navigate to the compliance management part of the help center for further assistance, or email [email protected]