XPLAN Implementation Guide - Preferences and Customisation: Editing a User
Editing a User Overview
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.
Why do i need to edit a User?
XPLAN Champions will need to Edit a User when certain information within the User record requires updating. Permitted updates could be items such as:
- Reset password on behalf of other users.
- Add Advisor mappings for datafeeds on behalf of other users.
- Editing the User's Personal or Contact Information i.e. email address on behalf of other users.
What you are not permitted to change:
You are not permitted to change any user information such as deleting or changing key licensee information in a user profile.
How do i edit a User?
- Click on the down arrow that appears within the Quick Search Box
- Click on Users. This will ensure that when using the QuickSearch Box the system will search through the User Listing
You should now see Users appear within the Search box.
This means that when you search using this Quick Search box, you will be searching the User listing. Type your search criteria into the Quick Search box and click the magnifying glass or Enter on your keyboard
You will then be provided with the search results that meet your criteria. Click on the relevant User to edit that user.
- Click on the menu option that you wish to edit
Once within the required page, click edit
- Once you have finished editing, click Save
- To cancel your changes, click Cancel
Repeat this process for all other pages that are required to be edited.
You are not permitted to change any key licensee information in a user profile as highlighted in red below:
Related Articles
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 ...XPLAN Implementation Guide - Overview and Navigation
XPLAN Implementation Guide Overview and Navigation The purpose of this guide is to give the XPLAN Champion and the XPLAN Transition Consultant the information required to work together and ensure your practice is set up appropriately within XPLAN. ...Administration - Preferences: User Interface
User Interface Preferences Overview The purpose of this guide is to providing instructions on managing your User Interface preferences. How to Access your User Interface Preferences From the Title Bar at the top of the screen: To edit your User ...XPLAN Implementation Guide - Preferences and Customisation: Edit a Users Password
Edit a Users Password Overview 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 Why do I need to edit a Password? You ...XPLAN Implementation Guide - Email Signatures
Email Signature Overview XPLAN allows you to create your own email signatures that can be appended to emails that you send from XPLAN. The following guide shows you how you can create your own email signature via the Preferences > Email > Signature ...
Popular Articles
Wealth Axis Files - Naming Convention
File Format: Date, Client Name, File Name Date - yymmdd E.g: 12 Sept 2013 - 130912 E.g: Undated - 010101 Client Names One Client / Only primary client (John Smith) E.g: Smith, J Two Clients (Primary and Secondary Client/Client and Partner) - Married ...Wealth Axis Wizards - Overview
Overview This article is designed to help you effectively use the Wealth Axis Wizards in XPLAN. The key features of the Wealth Axis Wizards are: Integration with key modules such as Client Focus, Portfolios (IPS), Risk Researcher, WealthSolver and ...New User Manual - Admin
XPLAN and the Advice Process Overview Many advisers use the Advice to Client process to manage the advice process in their business. To enable participants to be able to relate to the different modules in XPLAN, this course is structured along the ...Administration - Email: Setting up the Outlook Plugin
Outlook Plugin - Overview Outlook Plugin is a function available with XPLAN that allows you to quickly and easily save and record email correspondence in the XPLAN document library as a Note that is linked to a client or user entity. This allows for ...XPLAN Workshop - XPLAN Client Setup
Introduction Overview Each practice deals with leads, referrals and potential clients differently. However, most practices have a system regarding the way client information is recorded and relationships with clients are managed. In this section, ...
Recent Articles
XPLAN Legislative Rates June 2022
XPLAN Legislative Rates - June 2022 Legislative rates have been updated to reflect: 1. Social Security rates effective July 2022 2. AFSA Retirement Standard Benchmarks for the March Quarter 2022. Social Security Rate Changes - July 2022 The rate ...XPLAN: Task Notifications - Redirecting
XPLAN: Redirecting Task Notifications XPLAN task notifications can be sent to your Email Inbox (e.g. Outllok, Gmail) to notify you if a task has been created, unactioned, is overdue or complete. If the task notifications cannot be turned off, then ...XPLAN Version Enhancements - 18 November 2021 (Version 21.11.195)
XPLAN Version Enhancements - 18 November 2021 (Version 21.11.195) Client Focus Digital Signature Notification will Honour the "Override from Address" when sent by Super User The notify signatories template configured in system settings > client focus ...XPLAN Version Enhancements - November 2021 (Version 21.11.194)
XPLAN Version Enhancements - November 2021 (Version 21.11.194) Client Focus New Current Residential Address Field A new field, current residential address, has been added to record a client’s current address. When entering the first address for a ...XPLAN Datafeeds: HUB24 Enhancements (v4.3) 29 October 2021
HUB24 Enhancements: 29 October 2021 HUB24 have released enhancements to their XPLAN EPI 4.3 datafeeds, to be effective 15 November 2021. Below is the information directly from HUB24 on the enhancements. The Individual Holding extract is where the ...