XPLAN Workshop - Client Online Access
Client Online Access
Single client
Firstly, please request a number of COA licenses when required so I can have them made available for you to allocate at your convenience.
While accessing a client:
-
In the navigation menu, select Client Access > Access. The Client Access Details page displays.
-
Click Enable Client Access.
-
In the Login Mode select one of the following: Login Capability or Login Capability Bypass.
(Note: IRESS Risk Profiler can only be accessed by clients whose Adviser has a license for IRESS Risk Profiler.)
-
In the Access Level dropdown box select a Client Access Level for the client: Basic Access or Advanced Access. This will automatically enable the capabilities for the selected Access Level.
-
Set the client's User ID and password. We usually recommend initial of first name then surname (e.g mguyetsky) for consistency.
-
Create or generate a password for the client’s use. You can tick the ‘Force Password Change On Next Login’ checkbox to force the client to change their password when they log in.
-
An expiry date can also be set for the client's account.
-
Click Enable Client Access. A dialog box opens.
-
Click OK. The dialog box closes.
-
If you are using the standard Login Capability that requires a Client Online Access license, you can also set the client's access capabilities.
**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.
Related Articles
Ultimate Guide to Client Online Access
Client Online Access Course Overview What is this about? This course aims to provide you with the necessary skills on managing your client's Client Online Access through your XPLAN site. Fundamentals of Client Online Access There is no content in ...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: In the navigation menu, ...Client Online Access - System Settings: XPLAN Touch
XPLAN Touch Overview Learn about the System Settings for XPLAN Touch for Clients. To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Sep 26, 2017) Accessing XPLAN Touch Accessing the site 1. ...XPLAN Workshop - XPLAN Email
Welcome and Introduction Agenda Session Focus This course is aimed at providing users with the ability to use the various functions that connect their email program with client File Notes in XPLAN. Duration Maximum of 60 mins. Prerequisites A basic ...XPLAN Workshop - XPLAN Connect
Table of Contents Welcome and Introduction...................................................................................... 3 Session Focus ...................................................................................................... 4 ...
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 ...