--- title: How do I setup my Dealing Representatives? description: Information regarding Dealing rep setup --- [Skip to content](https://learning.addyinvest.com/how-do-i-setup-my-dealing-representatives#main-content) English Show submenu for translations ![addy logo.png\]](https://learning.addyinvest.com/hs-fs/hubfs/logos%20-%20addy/addy%20logo.png?height=40&name=addy%20logo.png) Open main navigation Close main navigation - English Show submenu for translations - [Go to addyinvest.ca](https://addyinvest.ca/) [Go to addyinvest.ca](https://addyinvest.ca/?hsLang=en) Hello 👋 How can we help you? - There are no suggestions because the search field is empty. 1. [addy Help Centre](https://learning.addyinvest.com/?hsLang=en) 2. [Information for Dealers](https://learning.addyinvest.com/information-for-dealers?hsLang=en) 3. [CCO / UDP](https://learning.addyinvest.com/information-for-dealers?hsLang=en#cco-udp) # How do I setup my Dealing Representatives? ## Information regarding Dealing rep setup ### Invite the Dealing Representatives From the account settings page, select manage users. ![](https://learning.addyinvest.com/hs-fs/hubfs/Screenshot%202024-02-15%20at%2011-38-42%20AM-png.png?width=667&height=1445&name=Screenshot%202024-02-15%20at%2011-38-42%20AM-png.png) Click on the “Invite User” button in the top right corner ![](https://learning.addyinvest.com/hs-fs/hubfs/Screenshot%202024-02-15%20at%2011-51-14%20AM-png.png?width=637&height=1313&name=Screenshot%202024-02-15%20at%2011-51-14%20AM-png.png) At this step you can invite all of the Dealing Reps into the account. Type out the email of the rep and hit enter to add it to the list. Note: The Dealing Rep will need first sign up to addy with their email to create a user profile before you can invite them. ![](https://learning.addyinvest.com/hs-fs/hubfs/Screenshot%202024-02-15%20at%2011-51-50%20AM-png.png?width=657&height=856&name=Screenshot%202024-02-15%20at%2011-51-50%20AM-png.png) Once the Dealing rep has been invited they will receive an email like below and must accept the invitation before they will gain access to the Dealer account. Once accepted they will get redirected to the addy Business login where they will setup 2FA. After the account is setup they can login via [https://app.addyinvest.com/addyBusiness/login](https://app.addyinvest.com/addyBusiness/login) in the future. ![](https://learning.addyinvest.com/hs-fs/hubfs/Screenshot%202024-02-15%20at%2011-56-45%20AM-png.png?width=654&height=1139&name=Screenshot%202024-02-15%20at%2011-56-45%20AM-png.png) After inviting the Dealing Rep you can then assign them to manage an Entity you have been invited to manage by clicking on the User ID. ![](https://learning.addyinvest.com/hs-fs/hubfs/Screenshot%202024-02-15%20at%2012-04-49%20PM-png.png?width=661&height=1489&name=Screenshot%202024-02-15%20at%2012-04-49%20PM-png.png) ![](https://learning.addyinvest.com/hs-fs/hubfs/Screenshot%202024-02-15%20at%2012-05-14%20PM-png.png?width=624&height=1384&name=Screenshot%202024-02-15%20at%2012-05-14%20PM-png.png) Once you select an Entity for the Dealing rep to manage additional option will appear. ![](https://learning.addyinvest.com/hs-fs/hubfs/Screenshot%202024-02-15%20at%2012-36-48%20PM-png.png?width=648&height=1452&name=Screenshot%202024-02-15%20at%2012-36-48%20PM-png.png) You will need to grant the Dealing rep view and edit access to the Transaction Ledger for them to be able to review and manage the investments made by addy members. Note: You must grant at least view access to the entity for the rep to be able to view the Transaction Ledger ![](https://learning.addyinvest.com/hs-fs/hubfs/Screenshot%202024-02-15%20at%2012-39-00%20PM-png.png?width=667&height=95&name=Screenshot%202024-02-15%20at%2012-39-00%20PM-png.png) You will also need to select the Provinces that the Dealing rep is licensed to work with through the “**Jurisdictions**” dropdown selector. ![](https://learning.addyinvest.com/hs-fs/hubfs/Screenshot%202024-02-15%20at%2012-37-04%20PM-png.png?width=655&height=727&name=Screenshot%202024-02-15%20at%2012-37-04%20PM-png.png) Finally you will need to add the representatives phone number. These settings will allow the addy System to dynamically add the Dealing Reps details, based on the members residence, to the subscription agreement that the members sign. Next up: [Connecting a Bank Account](https://learning.addyinvest.com/as-a-dealer-how-do-i-add-my-bank-account?hsLang=en) - [Information for Members](https://learning.addyinvest.com/information-for-members?hsLang=en#main-content) - [General](https://learning.addyinvest.com/information-for-members?hsLang=en#general) - [Distributions](https://learning.addyinvest.com/information-for-members?hsLang=en#distributions) - [Fees and Expenses](https://learning.addyinvest.com/information-for-members?hsLang=en#fees-and-expenses) - [Your addy Account](https://learning.addyinvest.com/information-for-members?hsLang=en#your-addy-account) - [Exempt Market Dealer/Funding Portals](https://learning.addyinvest.com/information-for-members?hsLang=en#exempt-market-dealer-funding-portals) - [Due Diligence](https://learning.addyinvest.com/information-for-members?hsLang=en#due-diligence) - [Taxes](https://learning.addyinvest.com/information-for-members?hsLang=en#taxes) - [Referrals](https://learning.addyinvest.com/information-for-members?hsLang=en#referrals) - 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