All Clients

*This is an Admin-only feature. If you are not your firms Admin, you will need to request your firm's Admin undertake this*


Navigate to Admin Portal> All Clients and you'll see all your clients. The small green dot next to a client's name indicates that this client has been given Client Portal access. 

You'll also see a column for "Access Rights" - this explains what level of access you (the adviser) have with regards to this client. If it shows the letter "E", this means you have View and Edit access (meaning you can view and edit the client information. If it shows a "V", this means you only have view access to the client, and cannot edit any of their information. 

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