Administration - Preferences: Account
Account Preferences Overview
The purpose of this guide is to provide instructions on managing your Account preferences.
How to Access your Account Preferences
From the Title Bar at the top screen:
- To edit a users Account, you firstly need to click on the Preferences link within XPLAN
- Click on the Account menu item to view the submenu. In this menu you can perform the following:
- Change the timezone for your log in
- Change your own password for your log in
- Reset your password allows you to enter in security questions so if you forget your password you can answer the security questions entered into this screen
- Manage your own adviser mappings for datafeeds
Change Time Zone
It is important to ensure your XPLAN has the correct time zone selected based on where your office is situated.
The time zone will mostly have an affect on your diary appointments (Especially if the Sate you ae located in has daylight savings).
The time zone may also affect other XPLAN functions where a time is recorded such as when a Note was last modified. The audit trail in XPLAN will also display the time when something was created modified or removed in XPLAN.
Change Password
Your Practice and Wealth Axis Licensees have the important responsibility of protecting your clients’ sensitive personal and financial information. This extends to client data recorded in XPLAN.
One thing you can do to help keep your clients’ data safe is to regularly change the password for your XPLAN User ID. Accordingly, you are required to change your password every 90 days.
Did you know you can set your Password Reset Questions and Answers for your User ID so that you can reset your own password if you forget your password or are locked out? And to get you back working sooner, we’ve set the lock-out time to 15 minutes.
A user can also reset their password by:
- Entering their current password
- Then entering their new password
- Between 8 and 20 characters in length.
- Contain at least two (2) of the following: Uppercase letter, lowercase letter, number, or symbol.
- Cannot reuse your 12 prior passwords
- To save the password you need to ensure you click Save
- A pop up message will appear confirming the password has been changed
Reset Password
Setting your Password Reset Questions and Answers for your User ID allows you reset your own password if you forget your password or are locked out. To get you back working sooner, we’ve set the lock-out time to 15 minutes.
Is your email address registered for your User ID?
To be able to reset your password, your email address must be registered against your User ID. To check or update your email address:
- Click Preferences (at the top right-hand corner of the screen):
- Click on My Details.
- The email address currently registered for your User ID will be displayed in the Telephone/Email section of the screen.
- If required, update or add your email address.
Users have the ability to setup a Password Reset functionality for when they forget their passwords when logging into XPLAN
- To setup the password reset function, you will need to click Edit
The reset password function is based on two security questions used to identify the user.
- Enter the reset password questions as well as the answer to the questions entered into this screen
- Click Save and the rest password function will now be available next time you log into XPLAN
Adviser Mapping
- Select the vendor for the Adviser ID you are adding
- Enter the Adviser ID
- You can also enter a username and password, however this field is optional
- Add a comment if required
- Click Save
Please ensure you refer to the Datafeed Learning Events in the Wealth Axis Zendesk LMS for more information
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