Turn2us Advisers User Guide - Verifying advisers

Verifying advisers

There are two types of adviser users:

• Standard adviser: who can access their own clients, grants searches and benefits calculations. This is the default user type when you register your account.

• Verified adviser can access clients, grants searches and benefit calculations of any member of staff or volunteer within their branch. There are two ways you can get verified status:

  • A verified colleague in your organisation can verify you by approving your adviser account or

  • If you are the first adviser who registers for a new created organisation, you will automatically become a verified adviser user.