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  3. Managing client access to plans through VoyantGo

Managing client access to plans through VoyantGo

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  • How can I change which plans a client can view in VoyantGo?
  • Inviting clients to access or build their plan in VoyantGo
  • Option A - Invite your clients to access a financial plan that you have created for them
  • Option A - Next steps, what your client will need to do to access their plan
  • Option B - Invite your client to begin work on their own plan (use VoyantGo for initial fact finding)
  • Option B - Next steps, what your client will need to do begin work on their plan in VoyantGo
  • Managing client invitations
  • How to revoke a pending client invitation
  • Deactivate a client’s consumer user account (deactivate and reassign a consumer license)
  • Reactivate a client’s VoyantGo user account (consumer license)
  • Out of invitations - My subscription has no client invitations available to send
  • Missing invitations - My client did not receive their invitation
  • Reissue an invitation - I sent an invitation to my client containing the wrong mobile number for PIN
  • Reissuing a PIN - My client has misplaced their registration PIN
  • Assisting your clients with forgotten user names and passwords
  • Invitation error - "The invite you are using is no longer valid" (instructions for advisers)

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