{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/fbe6364b2422409d94e4e027c6cf140e\" frameborder=\"0\" width=\"1280\" height=\"960\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":960,"width":1280,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":960,"thumbnail_width":1280,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/fbe6364b2422409d94e4e027c6cf140e-a430fabfa774deef.gif","duration":180.833333,"title":"Setting Up Your Firm on the Advisor Dashboard","description":"In this video, I walk you through the process of setting up your firm on the advisor dashboard after receiving an invitation from your JustWorks client. I cover how to verify your firm's name and website, enter your personal information, and create your account. I also explain how to add new members to your firm and manage client accounts effectively. Please make sure to check your inbox for the invitation email and follow the steps outlined in the video. If you have any questions about permissions or need to make adjustments, consult with your client."}