Client Online Access - Overview and Navigation

Client Online Access - Overview and Navigation

Client Online Access Overview and Navigation

Single client Firstly please request a number of COA licences when required so I can have them made available for you to allocate at your convenience.  

 

While Accessing a Client:

  1. In the navigation menu, select Client Access > Access. The Client Access Details page displays.
  2. Click Enable Client Access.
  3. In the Login Mode select one of the following:

    Note: IRESS Risk Profiler can only be accessed by clients whose Adviser has a license for IRESS Risk Profiler.


  4. In the Access Level list select a Client Access Level for the client. This will automatically enabled the capabilities for the selected Access Level. ClientAccess Levels.
  5. Set the client's User ID and password. We usually recommend initial of first name then surname (e.g mguyetsky) for the username to keep consistency.
  6. You can tick the Must change password at next logon checkbox to force the client to change their password when they log in.
  7. You can select an Expiry date for the client's account.
  8. Click Enable Client Access. A dialog box opens.
  9. Click OK. The dialog box closes.
  10. If you are using the standard Login Capability that requires a Client Online Access license, you can also set the client's access capabilities. 

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Referral Online Access works in a similar way. You indicated that Client Online Access would be first priority to begin with. We can explore alternatives later.



Client Online Access from the Client's Perspective

  • Learn how a client would use and navigate the COA menu.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Jan 30, 2018)

  • Dashboard

    Learn about the clients Dashboard screen when they are in Client Online Access.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 22, 2018)

  • Change Password

    Learn how a client can change their password in COA.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Jan 30, 2018)

  • Contact Us

    Learn how a client would navigate the Contact Us screen in COA.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on 30 Jan, 2018)

  • Diary

    Learn how a client would view and add a diary event in COA.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Jan 30, 2018)

  • Engage Tools 

    Learn about Client Online Access for Clients Engage Tools functionality.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 22, 2018)

  • Insurance

    Learn how a client would navigate the Insurance screen in COA.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Jan 30, 2018)

  • Portfolio

    Learn how a client would navigate around the Portfolio screens within COA.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Jan 30, 2018)

  • Generate a Portfolio Report

    Learn how a client would generate a portfolio report in COA.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Jan 30, 2018)

 

Managing Clients

  • Client Management Reports

    Learn how to generate a management report about clients accessing Client Online Access.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Jan 31, 2018)

  • Dashboard Widgets

    Learn how to add Widgets to your XPLAN Dashboard in order to view information about clients accessing Client Online Access.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Jan 31, 2018)

 

Visibility of Diary Events and Notes

Learn how to make a Diary Event and Note in XPLAN visible to a client when they log into Client Online Access.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 1, 2018)

 

Client Online Access Login

  • Assign Capabilities for Client Online Access Login

    Understand how to assign Capabilities to the Client Online Access login.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)

  • Enable Client Online Access Login

    Understand how to enable a login for Client Online Access.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)

  • Disable Client Online Access Login

    Understand how to disable a login for Client Online Access.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)

 

Understand how to set the what reports and internet links will be visible, and how to view the Access Log for Client Online Access.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)

 

Digital Signatures

  • Using Digital Signature

    Learn how to assign a document for Digital Signature.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, 2018)

  • Assigning a Document to Sign

    Learn how to set a document ready for Digital Signatures.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Sep 28, 2017)

  • Bypass for Digital Signatures

    Learn how a client is able to sign a Digital Signature document using Client Online Access without having a Client Online Access Licence.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, 2018)

  • Digital Signature Settings

    Learn where the Digital Signature settings are located in XPLAN.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Sep 28, 2017)

  • Signing a Document

    Learn how a Digital Signature document can be signed when in Client Online Access.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Sep 28, 2017)

  • Viewing all Digital Signature

    Learn how to view a list of documents assigned for Digital Signatures.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Sep 28, 2017) 

 

Interface 

  • Automate Client Online Access Creation

    Learn how to have XPLAN automatically create the Client Online Access login.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Sep 28. 2017)

  • Automatic Activity from a Wizard

    Learn how to create Automatic Activity when a wizard is completed.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Sep 28, 2017)

 

System Settings

  • Client Online Access

    • Learn about some of the System Settings that define Client Online Access.

      • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Sep 26, 2017)


  • XPLAN Touch 

    • Learn about the System Settings for XPLAN Touch for Clients

      Further information on XPLAN Touch here

       

       

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