Voyant Point Person - the Subscription Manager role.

The Subscription Manager role in Voyant is assigned to one or more individuals within a firm to manage the firm's subscription and user access.

Subscription Managers are responsible for administering the subscription, including:

• Adding and removing users.
• Assigning user permissions.
• Requesting additional Adviser or Auxiliary/Paraplanner licences.
• Sending registration invitations to new users once licences have been added.
• Reassigning existing licences.
• Managing access to client plans, including sharing and transfer requests.
• Updating subscription preferences.
• Viewing subscription analytics.

The Subscription Manager also serves as the primary point of contact between the firm and Voyant for subscription-related requests.

Below is an overview of the responsibilities available to the Subscription Manager, along with links to step-by-step instructions for each task.

 

Administrative Console

Voyant account-related functions are accessible on the administration console the home page. These functions include editing user profiles, password resets, running analytics on user activity, or setting permissions for client sharing within the subscription.

To Access:

Login to your account. 

	Canada - canada.planwithvoyant.com
	Ireland - www.planwithvoyant.ie
	United Kingdom - www.planwithvoyant.co.uk
	United States - www.planwithvoyant.com
	Australia - https://australia.planwithvoyant.com
	Global - https://global.planwithvoyant.com

 

From the home page you can go directly to the admin console. 

 

OR If you are working in a client case, open the user menu (the profile icon top-right) and select Administration.

 

These links will open a new tab in your browser, taking you to the landing page of the admin console on the Voyant website where the tabs at the top will allow you to perform a variety of functions.