You can configure access in the settings of each individual client
After you have invited your client to Advizr and they have registered, you can toggle between 3 different access modes for your client.
- Wizard Mode: Client will see the Wizard and will be able to fill in information. While in Wizard Mode, both the advisor and client can update data.
- Financial Plan Mode: Client will see their Financial Plan and Reports.
- Full Access Mode: Client will see and be able to edit their Financial Plan and Reports.
Changing Client Access
- Click on your client's name from your client list
- Hover over the client's name in the upper lefthand corner of the screen
- Click on "Configure Access"
TIP: You will only be able to change Client Access AFTER your client has registered. Otherwise, you will see "Invite to Advizr" instead of "Configure Access".