This guide is how to transfer one client to another user via the Admin portal.
For information on transferring more than one client at a time contact support@planwithvoyant.co.uk
Search for the client record that the planner does not have access to.
Click on the client name
Check it is the correct record
Click next to choose which user to transfer the client to
Search for their name and select
Scroll down in this screen and select user
Finally check the details and confirm