Short answer: Add each person to the roster with their name, email, role and manager, and use the same screen to create any roles that do not exist yet.
Adding an employee
Open the Your Team section from the dashboard.
If you have a one-page org chart, answer the first question and upload it. If not, select No and move on.
In the employee roster, add a row for each person and fill in:
First name and Last name
Email
Role
Manager
Working location
Base salary and discretionary pay (only visible to the owner)
Paid super
Employment type
Repeat for every employee. Changes save automatically as you type, so there is no need to submit the roster.
Note: Base salary and discretionary pay are only visible to the account owner. Teammates completing this section will not see those fields.
What does manager mean?
The Manager field records who each employee reports to within the firm. Set it by selecting another person already on the roster. This builds the reporting structure VLV uses to understand the firm's shape, alongside any org chart you upload.
Adding a new role
Roles are a shared list used across the whole portal, not just Your Team. If the role you need does not exist yet:
Open the Role field for an employee row.
Choose the option to create a new role.
Name the role and confirm.
Tip: The Adviser role is seeded by default and cannot be renamed or removed. Use it, or a role you flag as an adviser role, for anyone who sees clients.
Why does a new role ask if it is an adviser role?
When you create a new role, you are asked, "Does this role require the person to be a licensed financial adviser?" This flags the role itself, not the individual. Anyone later filed under that role is counted as an adviser wherever the portal shows advisers, including capacity and book-analysis figures in Optics & Finance. There is no separate adviser flag on a person; it is always driven by their role.