Managing Client Plans
How to share, transfer, delete client plans
- How to add Custom Market Assumptions 2024 Video
- How to use Sample Clients
- How to manage Sample Clients in your subscription
- How to add custom model portfolios to your subscription
- 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 Cases - How to share a client 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
- Archiving client records that are no longer in use (rather than deleting them)
- Client Teams - How to add a client record to a team
- How do I switch off client plan update notification emails?
- How to transfer all client records to a different user within a subscription
- Assisting your clients with forgotten user names and passwords