Support articles for advisors
Guidelines to use the GrowthWheel Online software features.
INTRODUCTION You can upload personal files to GrowthWheel Online and add them as a complement to your toolbox. You can also email files to your client. ...
Wed, Sep 2, 2020 at 5:32 AM
INTRODUCTION There are several different ways that you can share a tool with your client on GrowthWheel Online. The client can also re-upload a tool after...
Wed, Sep 30, 2020 at 5:58 AM
Introduction The following steps explain how to archive a client company. After archiving the company, you will learn how to re-activate a client. How...
Thu, Nov 15, 2018 at 1:14 PM
INTRODUCTION You can invite team members (clients, colleagues, board members, or external partners) to work with you on a particular client company on Gro...
Fri, Jun 5, 2020 at 1:08 PM
INTRODUCTION Learn how you can invite a client to our online platform. You can also re-invite a team member if they have not yet accepted the invitation...
Tue, May 26, 2020 at 12:57 PM
Introduction The following steps explain how to do an online Screening for your client. How to do it 1. Select the client and go to the menu ...
Thu, Nov 15, 2018 at 1:15 PM
INTRODUCTION Adding notes to the 360° Screening can be beneficial for both you and your clients. We have made it easy to add notes, so you can easily be...
Tue, Jun 22, 2021 at 8:20 AM
INTRODUCTION Sharing screenings with your client/advisor is a great way to get an overview of the latest important insights or changes within a company,...
Tue, Jun 22, 2021 at 9:19 AM
Introduction By downloading your screenings to a PDF file, you can share them with anyone, save them to your personal files, and take them with you anywher...
Thu, Nov 15, 2018 at 1:15 PM
Introduction The following steps explain how to request a 360° Screening from your client(s). As it is important to make your clients think about what is h...
Thu, Nov 15, 2018 at 1:15 PM