Help Center

Help Center

For Administrators

  • Adding New Clients

    To Add a New Client: 1. After logging into your GrainBridge account, select the Clients tab from at the top of the screen. 2. Once on the Clients page, click the green + Add Client button. ...

    Jan 07, 2015 01:28PM CST
  • Deactivating a Client

    After logging into your GrainBridge account, select Clients from the “Getting Started” menu. Click on the client whose account you wish to deactivate. Click the red Deactivate this Client button in the botto...

    Apr 07, 2014 12:46AM CDT
  • Adding Administrator Accounts

    Your account will come set up with at least one administrator. This administrator can create additional administrators within the system. 1. Select the Account tab from the Getting Started menu OR the blue Ac...

    Apr 07, 2014 12:42AM CDT
  • Deactivating an Administrator

    1. Select the Account tab from the Getting Started menu OR the blue Account link from the upper right corner of any page within the application. 2. Click Administrators in the navigation column on the left si...

    Feb 19, 2014 10:10PM CST
  • Managing Another Administrator's Clients - Moving and Delegating

    To Move a Client 1. After logging into your GrainBridge admin account, select Clients from the “Getting Started” menu. Click on the client you wish to place under another administrator. 2. Select the “Move un...

    Apr 18, 2014 01:55PM CDT
  • How can an Admin help a Client reset their password?

    Sometimes a client may have tried to reset their password, but the reset may not have worked properly. When this happens, they may seek help from their administrator, who has the authority to provide the client...

    Apr 07, 2014 11:16AM CDT
  • Customizing the Application for Your Business

    Your business’s primary administrator has the ability to import custom logos, incorporate your unique business name, and to add custom links. These options can all be found through Getting Started>Account>...

    Mar 31, 2014 01:23PM CDT
  • Adding a Client's Brokerage Account

    GrainBridge has the ability to automatically import trades from the following firms: ADM Investor Services LIN Group RCG RJ O'Brien Vision FCStone CHS...

    Apr 17, 2014 02:53PM CDT
  • Can an Administrator import clients from another program or spreadsheet or do th...

    At this time, clients must be manually entered by name and email. Or, you can provide GrainBridge Support with a list of your clients, and our Support staff can import new client groups.

    Apr 07, 2014 07:00AM CDT
  • What if a client does not receive the email providing access to their account?

    Go to Clients under the “Getting Started” menu and click on the client that you are trying to give account access. (If their name does not appear, they may have not been properly set up.) Confirm that the clie...

    Apr 07, 2014 07:04AM CDT
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