Managing Client Plans
How to share, transfer, delete client plans
- Subscription Preferences - How to change the Plan Settings in an existing client to the subscription defaults
- How to set custom preferences (plan settings) for your subscription
- Deleting and Archiving Client Records
- How do I switch of client plan update notification emails for a user in my subscription?
- Sharing client's outside of your subscription
- How to format the files needed to add custom market assumptions to your subscription
- How to add custom market assumptions to your subscription
- Sharing Client Cases - How to share access to a client record with a colleague within your subscription
- Archiving client records that are no longer in use (rather than deleting them)
- Teams - How to add a client record to a team
- Client Case Access - Where in the software can all of the client files in your subscription be viewed?
- How do I switch off client plan update notification emails?
- How to transfer client records to a different user within a subscription
- Export button is disabled - How to grant a colleague permissions to export client files
- About Analytics and Management Information Reporting