Log Into Your Website Admin

Compliance

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Here are the basic instructions for the Emerald Website Compliance Manager system.

  1. Login at https://admin.emeraldconnect.com/admin/
  2. If you have not logged in before, use the password reset link. Emerald will need to provide you with a username if you do not have one.
  3. Once you have logged in Scroll down the site to view the agents Compliance status (or use the search field if you have one). You will see “Changes Awaiting Approval” if the agent has submitted changes.
    • Changes Awaiting Approval
  4. Click “Changes Awaiting Approval
  5. By scrolling down you can see the current contents on the left, versus proposed contents on the right
    • Current contents on the left, versus proposed contents on the right
  6. Beneath the proposed contents you may see an edit button (depending upon the content). You can click edit if you wish to make any necessary changes for the client but it is not necessary you click this button.
    • You can click edit if you wish to make any necessary changes for the client
  7. Scroll down more and you will see three radio buttons and two text fields:
    • Accept, Reject, Leave for Later
    • Accept — If you agree with the changes, select this button.
    • Reject — If you disagree select this button.
    • Leave for later — If you wish to accept/reject other changes and leave this one for later, click this button.
    • Comments for the Advisor — You may wish to enter in any comments to explain a reason for the rejection.
    • Compliance Comments — Any comments here will only be seen by you and other Compliance personnel.
  8. Once you made your choices for the changes, scroll down to the bottom and in the left corner will be Process Updates. Click that. All rejected changes will come back to the representative as rejected (in an email); All accepted changes will go automatically to the live site.
    • Process Updates
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