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  3. Managing Your User Account - Software preferences, your user profile, and sharing access with colleagues

Managing Your Subscription (Subscription Owners Only)

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Jamie Phelps
August 06, 2021 20:53
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  • 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

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