- Create Custom Portfolios - Video
- What is the difference between an adviser and an auxiliary (paraplanner) license? - US & CA
- Adding a new user - Video
- 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
- Reports - How to grant someone permission to generate reports on behalf of others
- 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
