Managing Your Team
Inviting a team member
If you're an IFA or Organisation Admin, you can request to add a new team member to your firm. The request is reviewed and approved by an @sipp administrator.
Navigate to Invite Team Member
From the sidebar, click Team (Organisation Admins) or look for the Invite Team Member option. Fill in the new team member's details and select their role.
Invite Team Member
Invite a new colleague to join your firm on the @sipp platform.
Request is reviewed by @sipp admin
Your request appears on the admin's Registrations page for review.
If they're an Organisation Admin
The new team member must complete identity verification (client DOB + NI number) before creating their account.
If they're an Adviser (IFA)
The new team member goes directly to account creation — no identity verification is required for new IFAs.
Team member creates their account
The new team member receives an invitation email and follows the same onboarding flow described in the Getting Started guide — accept invitation, verify identity (if required), set password, and confirm their details.