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Managing Your Subscription, User Accounts, and Client Plans
Managing Client Plans
Managing Client Plans
How to share, transfer, delete client plans
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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
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