Control levels are used by the dashboard and reporting filters within WealthWorks+, and can be managed in the contact and entity records within the system.
This video tutorial will show you how to do this.
The tutorial demonstrates how to add a new role to a contact already within the system, to ensure they are seen within the Control Level drop down lists. In the event you need an entirely new contact record to appear in one of the control levels (e.g. a new 'Office'), you will first need to add that contact in the usual way. You can use Actions > Add Contact > Other, and give that contact a potential role of 'Office' when adding.
Tutorial Transcript
Control levels are used by the dashboard and reporting filters in the system and are managed in the contact and entity records.
(00:18) To edit the Control Levels, find the relevant contact or entity and select the Classification tab. Click on the Edit icon in the Control Levels portlet then select the appropriate option from the drop-down list for each field and click Save.
(00:36) To add a record to the available options in the drop-down list go to the Classification Tab of the contact or entity you wish to add, then click on the Edit icon of the Contact Roles portlet to bring up the edit screen and select the appropriate Control Level Role. A contact or entity can have more than one Control Level Role. Once you have selected the appropriate role, click Save. The contact or entity will then be available to select for that Control Level on other entities and will be available to select as a dashboard filter option.
(01:12) You can remove a contact or entity from the Control Level options in the same way. Just click the x next to the role to delete it from the field and then Save. This will remove the contact or entity from the Control Level options and from the dashboard filters.
This tutorial is confirmed to be applicable from WealthWorks+ release 4.1.