Enhance the Hub Administration experience with new capabilities that streamline advisor and user management across the Hub-and-Spoke environment. This feature empowers Hub admins to centrally manage advisors, assign them to Spokes (even if they don’t yet have access), and gain full visibility of users across all Spokes, improving oversight and operational efficiency.

Key Components:

• Advisor Management at User Level: Assign and manage advisors individually
• Assign Advisors to Orphan Spokes: Set an advisor for a spoke even if they don’t have existing access or relationship with that spoke.
• Cross-Spoke User Visibility: View all users across the Hub and their spoke assignments in one consolidated interface.
• Improved Navigation & Context: Simplified interface for identifying orphan spokes, managing user assignments, and updating advisor access.

Benefits:

• Improves administrative efficiency with centralized user and advisor management.
• Enables proactive management of orphan spokes and advisor coverage gaps.
• Strengthens governance and oversight by making user-spoke relationships transparent.