User Management
Manage staff access and permissions across your practice. Learn how to assign clients, configure module access, set temporary permissions, and apply rule-based filters to streamline visibility for advisers, support staff, and external users.
4 articles
- User Access Controls in AdviserLogicLearn how to securely manage client access for your team across AdviserLogic using filters, rules, and administrative settings
- Assigning Temporary Client Access to an External Paraplanner in AdviserLogicLearn how to assign secure, temporary access for external paraplanners using filters and module controls in AdviserLogic
- Enhanced Access for Support Licence Users in Digital AdviceLearn how Support users can now contribute more effectively within the Digital Advice module in AdviserLogic
- File Notes Audit Trail & Reporting (File Notes Module)Learn how to use AdviserLogic’s File Notes module to track, audit and report on client file notes and activity.