Support articles for advisors

Guidelines to use the GrowthWheel Online software features.

For Advisors - How do I upload my own files?
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
For Advisors - How do I share files with a client?
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
For Advisors - How do I archive & re-activate a client company?
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
For Advisors - How do I add and remove team members?
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
For Advisors - How do I create a new client company?
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
For Advisors - How do I make a 360° Screening?
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
For advisors - How do I add notes to the 360° Screening?
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
For Advisors - How do I share the 360° Screening?
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
For Advisors - How do I download a 360° Screening as PDF file?
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
For Advisors - How do I request a 360° Screening from a client?
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