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  2. Managing Your Subscription, User Accounts, and Client Plans
  3. Managing Client Plans

Managing Client Plans

How to share, transfer, delete client plans

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  • 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

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