- How to deactivate an Adviser, Auxiliary Planner or Consumer license
- Granting A Colleague All Client Access
- Adding a new user to your firm's Voyant subscription
- Invite a colleague - Next step, your colleague will register and activate their account
- Invite A Colleague - Next steps: What your colleague will need to do to register and join your subscription
- How to check the status of an invitation
- What is the difference between an adviser and an auxiliary (paraplanner) licence?
- View the number of licences (user accounts) available or currently in use in your subscription
- Client Case Access - Where in the software can all of the client files in your subscription be viewed?
- How to set up 2-step authentication (MFA)
- Generating reports on behalf of another
- Setting custom preferences (plan settings) for your subscription
Managing Your Subscription (Subscription Managers/Owners Only)
Jamie Phelps