Editing Users Permissions/Roles

After a user has responded to an invitation to register by registering and creating a login, the Subscription Manager will have the ability to edit that user's profile and modify their permissions. The default permissions provides users access to Voyant Adviser and AdviserGo. They are able to create and edit their client plans and plans that are shared with them.  If however, you want the user to have access to all client plans within the subscription, you would need to set their permissions to 'All Client Access within the Subscription.'

Other permissions include the ability to share a client plan with another Voyant subscriber, archiving client plans, exporting client plans, and managing subscription preferences, market assumptions and model portfolios. You will find a list of the permissions, along with the descriptions when logged into the Admin portal here. 

How to edit a user's roles

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

Once logged in you will select Visit Admin Console. 

Tip: if you are already logged into AdviserGo click on the silhouette and Administration

2. Click Subscriptions then My Subscription.

3. Click View Users in Subscription.

4. Click the Full Name of the user whose roles you would like to edit.

5. An overview of the user's profile will be displayed. 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.

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

6. Tick the role/roles which you would like to add to the user account. 

7. Click the Save button.

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

The user may need to log out and back into the software for the change to take effect.