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This material is structured for members serving in an Admin role within Prevail. Once the account is setup set up properly, staff members will require training. For the staff training for the staff member training planconsider the Staff Member Plan as your next step in the training process.

Whether your firm is new to Prevail and setting it up, verifying it was previously set up correctly, or you are new to the role and are seeking training, welcome. We’ve got you!

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