Money Alive

To get you up and running we've created a few simple guides for the core things you'll need to know when using the system. Don't worry, they're all pretty short and if you do get stuck you can always chat with us online or email <a href="mailto:support@moneyalive.co.uk" rel="nofollow noopener noreferrer" target="_blank">support@moneyalive.co.uk.</a>

<a href="https://help.moneyalive.io/using-the-adviser-portal-admin/adding-a-new-system-user-administrator" rel="nofollow noopener noreferrer" target="_blank">Adding a new system user (administrator)</a>

<a href="https://help.moneyalive.io/using-the-adviser-portal-admin/adding-a-new-viewer-client" rel="nofollow noopener noreferrer" target="_blank">Adding a new viewer (client)</a>

<a href="https://help.moneyalive.io/using-the-adviser-portal-admin/what-happens-when-a-viewer-completes-the-portal" rel="nofollow noopener noreferrer" target="_blank">What happens with a viewer completes their journey</a>

1. <a href="https://help.moneyalive.io/using-the-adviser-portal-admin/adding-a-new-system-user-administrator" rel="nofollow noopener noreferrer" target="_blank">Adding a new system user (administrator)</a>
2. <a href="https://help.moneyalive.io/using-the-adviser-portal-admin/adding-a-new-viewer-client" rel="nofollow noopener noreferrer" target="_blank">Adding a new viewer (client)</a>
3. <a href="https://help.moneyalive.io/using-the-adviser-portal-admin/what-happens-when-a-viewer-completes-the-portal" rel="nofollow noopener noreferrer" target="_blank">What happens with a viewer completes their journey</a>

A few useful pages to get you up and running quickly using Money Alive

Getting started guide

Money Alive for Business

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

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