Logo
Submit a request Sign in
  1. Have a question?
  2. Managing Your Subscription, User Accounts, and Client Plans
  3. Managing Your Voyant Subscription - Subscription Manager Role

Managing Your Voyant Subscription - Subscription Manager Role

Follow New articles New articles and comments
  • Deleting a spouse from a plan - Video
  • How to import a .vyt file
  • Create Custom Portfolios - Video
  • What is the difference between an adviser and an auxiliary (paraplanner) license? - US & CA
  • Adding a new user
  • Granting All Client Access - Video
  • Voyant Point Person - the Subscription Manager role.
  • Creating a Group in Voyant
  • What is the difference between an adviser and an auxiliary (paraplanner) licence?
  • View number of Active/Available licenses in your Voyant Subscription
  • Invite a colleague - Adding a new user to your firm's Voyant subscription
  • Invite a colleague - Next step, your colleague will register and activate their account
  • User Roles/Permissions.
  • Editing Users Permissions/Roles
  • Granting A Colleague All Client Access
  • Questions about the Registration Process
  • Cancel/Transfer User License 
  • How to deactivate an Adviser, Auxiliary Planner or Consumer license
  • How to check the status of an invitation
  • How to make 2-step authentication mandatory for users in your subscription - All Regions
Submit a request
Privacy Policy

Powered by Zendesk