The Junior League

Create Advisor Groups for any purpose, including Provisionals, Placements, etc. Advisor Groups are created by creating a special type of Access Group, plac...

There is a new setting in access groups where you can set it up as an advisor group.  Required Access: You will need Access Group Administrator or Admi...

After the advisor group has been created overnight, you can select a Leader for the group. You can also click Refresh to sync the group immediately under th...

Leaders will be able to see a new section under Quick Links called My Advisor Group(s). It will list all the advisor groups they are part of, including the ...

There are two ways to retire or disable Advisor Groups. The main difference is seeing the Advisor Group in the history of the Member profile. Admins will st...