Password protect individual client cases or perhaps your own personal client case

Q - Voyant works for my clients. I would also like for it to work for me. But how do I keep my personal financial plan private?

A - Many advisers use Voyant to fashion their own personal financial plans. But what if your firm grants advisers general access to client records? Or perhaps you share all of your records with a paraplanner or assistant. Can an individual financial plan, possibly your own, be assigned a unique password?


A password protection feature is available expressly for these situations. You can select and further protect individual client records by assigning them file-specific passwords.


How to Password Protect an Individual Client File

1. Go to the Open Client Record dialogue. This dialogue displays automatically after first logging into the software or open it by clicking the Client: Open link in the top-left corner of the screen.

2. On the My Clients or All Clients tab, select the client record that is to be password protected.

3. Click the Password button.

 

4. Enter and then confirm the password for the client file. Not that these passwords are case sensitive.

 

5. Click the Save button.

The password information will be encrypted and synchronised with the Voyant servers.

Once the password is saved, any subsequent attempts to open the client file will receive a password prompt.

 

Opening Password Protected Client Files

Once the password is saved, any subsequent attempts to open the client file will receive a password prompt.

 

After the correct password has been entered, the client file will remain unlocked for the duration of the session, until the software is closed.

 

Remove or Update a Client File Password

You must be able to enter the current password first before password protection can be removed from a client file or the password updated.

1. To update or remove a password, first go to the Open Client Record dialogue. This dialogue is displayed automatically after first logging into the software or click the Client: Open link in the top-left corner of the screen.  

2. Select the client file and click the Password button.

3. Enter the current password to access the client file's password settings.

4. Click OK to continue.

5. Password settings for the client file will be displayed.

-  To change the current password, enter and confirm the new password, then click SaveNote: Passwords are case sensitive.

-  To remove password protection from the client file, click the Remove button.

 

Assistance with Forgotten Passwords

There are no plan-specific password reminder or reset features.  Please contact Voyant Support [email protected] if you are unable to access a plan due to a forgotten password. Our staff can assist in resetting the password.

As a general rule, you must be listed as the owner of the client file in question for our staff to be permitted to assist you.