Updating your User Profile
Updating your profile allows you to set your user details which, if you are a financial adviser, will be populated in the generated document and presentation.
To access your User Profile, simply click on your Avatar icon (top right)
My Details
To update or capture any details on your profile, simply type in and Save Changes (bottom right).
💡Note: Your mobile number is attached to your Two Factor Authentication. Once changed you will need to contact support to reset your 2FA configuration.
Security
Capture your Current Password, New Password and Confirm your New Password.
💡Note: Minimum Password Requirements
At least 10 characters long
Contains at least one number
Contains at least one special character
Cannot be a top 1000 common password
Quick Text
Capture template wording within various fields used throughout the Plan Authoring process.
Disclosures
Capture Disclosures relevant to you as the adviser.
💡Note: Fields marked with an * are mandatory
Workspaces
View/edit the Workspace that you have access to.
Provided that you are an Admin member, you can invite other users.
💡Note: Only Admin users within the Workspace or Admin members of the Organisation can edit the Workspace.
Licensee
View/edit the Licensee that you have access to.
Provided that you are an admin of the Licensee, you can invite other users.
💡Note: Only Admin users within the Licensee or Admin members of the Organisation can edit the Licensee.
Organisations
View/edit the Organisation that you have access to.
Provided that you are an admin of the Organisation, you can invite other users.