User accounts and subscriptions
Manage adviser and auxiliary user accounts (including your own), client accounts, and administer your firm's subscription to Voyant.
- Export button is disabled - How to grant a colleague permissions to export client files
- How to set up 2-step authentication
- What is the difference between an adviser and an auxiliary (paraplanner) licence?
- How do I switch off client plan update notification emails?
- User name and password requirements
- Admin - How to deactivate an Adviser, Auxiliary Planner or Consumer license