XPLAN Implementation Guide - Preferences and Customisation
User Preferences
The purpose of this lesson is to provide instructions on how to access and set up User Preferences.
When you first start using XPLAN your User Preferences will be set to a default. Generally you will find these defaults suit most users, however, if you want to change your preferences, this guide will show you where and how to change them.
XPLAN Champions may need to help other staff in the practice set up their User Preferences if they want to change from the default settings.
Further information on User Preferences here
Editing a User
XPLAN Champions have been granted edit user which accompanies the 'Administer External Account ID' capability. These capabilities are required to be able to map adviser mappings for datafeeds and perform basic user administration.
Further information on Editing a User here
How to Edit a Users Password
XPLAN Champions will be the only users in the practice with the ability to edit user's passwords. This lesson provides instruction on how to edit a Password for an existing User
Further information on How to Edit a Users Password here
Accessing and Setting Task Preferences
The purpose of this lesson is to provide instructions on how to access and set up Task Preferences
When you first start using XPLAN your Task Preferences will be set to a default. Generally you will find these defaults suit most users, however, if you want to change your preferences, this guide will show you where and how to change them.
XPLAN Champions may need to help other staff in the practice set up their Task Preferences if they want to change from the default settings.
Further information on Accessing and Setting Task Preferences here
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