video1.0<iframe src="https://www.loom.com/embed/44aed41b8eeb46a0b4f88ba0b13b29dd" frameborder="0" width="1720" height="1290" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12901720Loomhttps://www.loom.com12901720https://cdn.loom.com/sessions/thumbnails/44aed41b8eeb46a0b4f88ba0b13b29dd-b0157a1c4ec72235.gif312.901This Loom walks through how to set up a new Black Diamond firm team and initial firm users. In the Teams tab, the creator shows creating a team named Special Advisors with a matching display name, entering address details like 123 Florida, zip code, phone number, and then saving. Next, they create the first firm user by setting a username, first and last name, leaving expiration date blank, disabling full access, assigning the role Active Advisors, and entering an email that cannot be changed after submission. They then demonstrate adding firm branding by uploading a logo and adjusting colors, and begin creating a financial team template using Special Advisors, including assigning Drew C. Kesey as both technical liaison and financial advisor.