Default Permissions – The Adviser or Paraplanner Role

New user accounts will be granted the adviser or paraplanner role, depending on the type of license he or she was invited to use. 

Either role will give your colleague the ability to create and edit his or her own client files. Your colleague will not have access to read or edit any of the client files owned by you or any other users in the subscription. You may, however, change these permissions or grant your colleague access to all of the client files within the subscription, sharing files in common.  

 

Grant your colleague "All Client Access", access to all of the client cases in your subscription; 

 

Grant your colleague "All Client Access", access to all of the client cases in your subscription

To grant your colleague full access to all of the client files within the subscription. 

1. Sign into our website. Which website you go to depends on which version of Voyant you use. 

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  Canada - canada.planwithvoyant.com

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  Ireland - www.planwithvoyant.ie

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  United Kingdom - www.planwithvoyant.co.uk

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  United States - www.planwithvoyant.com

 

 

2. Click My Subscription.

3. Click View Users in Subscription.

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4. Click the Full Name of the new user.

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5. An overview of the user's profile will display. Click Edit Profile.

Beneath the user profile will be a list of current roles granted to the user account. Leave the User,  AdviserGo and Adviser (or Auxiliary) roles selected if your colleague is to use the Voyant software.

Note: Descriptions of these roles can be found in the lower section of the screen.

6. Also tick the All Client Access in Subscription role. This role will allow the user to have full read and edit access, in common,  to all of the client files within your subscription.

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7. Click the Save button.

8. A summary of the change to user permissions will appear. Review and click Confirm if correct.

Upon logging into the software, all the client files within the subscription can be viewed and accessed by searching by name under All Clients in either the Home screen of AdviserGo or the Open Client Record dialogue in Adviser.

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The My Clients tab will display the client files owned the user's personal user account.

 

 

 

Related Topics

How to grant colleagues offline access to your client records

How will I know which client records are accessible offline?