You can add your colleagues to your LifeNumber account as Advisers. This means they will have their own login to LifeNumber but you can both see the same clients and information. 


  1. Once you've logged in to LifeNumber, click in the top right

  2. This will take you to a list of your advisers. Click Add Adviser

  3. A form will appear, populate it with your colleague's name and email address and click Add Adviser

  4. Your colleague will receive an email (remember to check junk) saying they've been invited to join LifeNumber. They should click the link in the email, this will take them to a webpage to set a password. The password must:
    • Have at least 1 UPPERCASE letter
    • Have at least 1 number 0-9
    • Have at least one special character (!?@#$%^&*()-_=+{};:,<.>~).
    • Be at least 8 characters long

  5. Click Save

  6. They'll now be taken to the login page where they can login with the email address you registered and the password they just set

  7. The Status column will tell you the status of the invite you sent your colleague. Waiting means you have invited them but they have not accepted and set their password yet. Confirmed means they have accepted your invite, set a password and can log in

  8. Advisers will be able to see all of your clients, scenarios and client stories