If you’re a Principal Administrator or Advisor Administrator, you can add team members to your firm’s Ubiquity advisor account, assign roles, and manage plan access. This article explains how to add users, update permissions, and understand each role.

Who This Applies To

This article is for advisors and advisor administrators using the Ubiquity Advisor Portal (or Simply Retirement for Principal Advisors).

Adding a New User

To add a new team member to your firm’s account:

  1. Log in to the Advisor Portal at myubiquity.com.
  2. From the left navigation menu, select Team.
  3. Click Add User and enter the following information:
    • First Name
    • Last Name
    • Email Address
    • Check the box if the user should be a Principal Administrator
  4. After adding the user, click Plan Access next to their name.
  5. Select the plan(s) the user should be able to view.
  6. Click Edit Roles, choose the appropriate role, and select Update Roles.

Updating the Principal Administrator

The Principal Administrator is the primary advisor with full access to all plans in your firm’s book of business. This role manages team member access, assigns roles, and controls visibility of individual plans.

To update or assign a Principal Administrator:

  1. Log in to the Advisor Portal (or simplyretirement.com if you are the Principal Advisor).
  2. Select Team from the left navigation menu.
  3. Find the appropriate user and click Edit next to their name.
  4. Check the box labeled Principal Administrator.
  5. Click Update to save your changes.

Advisor User Roles

When assigning access, you can choose from the following roles:

  • Principal Administrator
    • Full access to all plans in your firm’s book of business.
    • Can assign and update team member roles and permissions.
    • Controls plan visibility for team members.
  • Advisor Administrator
    • Advisor responsible for servicing and managing assigned plans.
  • Advisor Sales
    • Sales manager role.
  • Commissionable Advisor
    • Advisor eligible to receive compensation for plan servicing.
  • Non-Commissionable Advisor
    • Advisor not receiving compensation (often used for junior or support advisors).

Troubleshooting Access Issues

  • If you cannot access a client’s plan, contact the registered investment advisor to confirm that the Principal Administrator has assigned you the correct role and plan access.
  • If you are the Principal Administrator but still experiencing access issues, contact our support team for assistance.

Need Help?

If you need help managing advisor access or assigning roles, please contact us.