After choosing a client household in the Advisor Portal > Clients tab, you can manage their information and access using the three tabs to the right of the client list. The second of these is the Client Access tab, which is where you can invite clients, manage their access, and determine their client portal settings:
Invite Clients & Manage Access
To invite a client to have access to their client plan, choose that client from your client list, navigate to their Client Access tab, and then type in their email address. Clicking 'Invite' will generate and send that client their invitation:
After the invitation has been accepted by the client, you can manage their access by clicking the 'Manage' button next to their email:
More information on inviting clients, managing access, and tracking client activities can be found within the article below:
Client Portal Settings
After inviting a client, you can fully customize the client portal settings to determine what the client can and can't change within their plan:
How Your Client Interacts With The Profile Items:
This setting determines whether or not clients can update information within the Profile tab of the client portal. This is where data entry is done for the client's Current plan.
- "Client can update profile information" will allow the client to update their Net Worth, Goals, Income, Savings, Expenses, and Family Profile.
- "Client cannot change the profile information; information will be read only" will prevent clients from entering any data themselves.
For advisors with Account Aggregation enabled, your clients will always be able to Link Accounts in the Profile > Net Worth section, regardless of the option you select for this setting.
How Your Client Interacts With The Action Items:
This setting determines whether or not clients can make changes using the Action Items in the Retirement > Analysis section. This is where proposals and what-if scenarios are modeled.
- "Client cannot change any action items" will prevent clients from making changes to the Action Items.
- "Client can try different action items, but the changes will not be saved" will allow clients to use the Action Items, but will prevent them from being able to Save any changes.
- "Client can try different action items, and the changes will be saved into the client account" will allow clients to use the Action Items, as well as Save their changes. When using this option, the Action Items on the client side will differ from those on the advisor side. Changes made and saved on the client side will never overwrite changes made and saved on the advisor side.
Clients will not have the ability to Add New Proposals to the Retirement Analysis, regardless of the option you select for this setting. They will also not have access to the Action Items > Edit or Reset buttons.
