How to manage your client login access

Step One - Create a Client Login

STEP 1- Go to Tools → Client Logins → Manage Client Logins

mceclip0.png

STEP 2- Click on Add to add a new login for a specific client:

mceclip1.png

Select a client from the drop-down list to modify their access. Enter a Login Email and Password so that they can access AdviserLogic.

You can then simply provide this login email and password to the client to allow them access to their record in AdviserLogic.

Step Two - Access Levels

Select from a range of options in the Allowed Sections to control which parts of AdviserLogic information you want them to see.

mceclip2.png

 

Have more questions? Submit a request