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  2. Managing Your Subscription, User Accounts, and Client Plans
  3. Managing Your Voyant Subscription - Subscription Manager Role

Managing Your Voyant Subscription - Subscription Manager Role

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  • 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
  • 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

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