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.
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.