Invite a colleague - Next step, your colleague will register and activate their account

Next, Your Colleague will Register and Activate Their Account

An invitation will be emailed to the address entered.

1. Upon receipt, you colleague will click the link in the email.

2. A browser window will open displaying a registration form. Your colleague will need to enter the basics required to create a new Voyant user account. This is the account they will later use to access the Voyant Adviser software.  

Voyant-Elevate UK Users: This process differs slightly for Voyant-Elevate Users. Read more >>

3. Once the form is completed, the registrant will click Submit. A screen will display the new profile.

4. The registrant will need to click Submit again to confirm the update.

5. An account activation email will be sent automatically to the registrant.

6. Your colleague will need to activate this new account by clicking the link sent in the account activation email or by simply visiting http://www.planwithvoyant.co.uk and signing in using the user name and password they chose when registering.

7. The account will be activated once they sign into the Voyant website.

8. Your colleague can then install the software by clicking the Plan Now button.

 

For Further Reading: 

Installing Voyant - How to install Voyant and begin your first client case

Additional information on installing the software can be found in our installation guide, if needed.


Related Topics: 

Invite a colleague into your firm's Voyant subscription

How to check the status of an invitation

Invite a colleague (AXA Elevate) - Next step, your colleague will register and activate their account