When you are ready to grant a licence to a colleague, follow the steps below to invite your colleague into your subscription.
1. Visit our website. Which website you go to depends on which version of Voyant you use.
- Voyant Adviser (US) http://www.planwithvoyant.com
- Voyant Adviser (UK) http://www.planwithvoyant.co.uk.
- Voyant Adviser (UK for AXA Elevate) http://elevate.planwithvoyant.co.uk, click Adviser, and sign in using your Elevate platform user name and password.
- Voyant Adviser (Ireland) http://www.planwithvoyant.ie.
2. Click Users > Create Invite.
3. Enter your colleague’s email address.
4. In the Product drop down, select Voyant Advisor.
- If you are inviting a paraplanner into the subscription, select instead the Voyant Paraplanner product.
5. Click Submit.
This completes your initial steps as an administrator.