Support / Clients
User management
Lists every login of your firm: your staff, Family Heads and portfolios' own logins. You see only your own firm's logins.
What you can do
| Button | When to use it |
|---|---|
| Edit | Correct the name, email or validity of a login. |
| Reset password | The person forgot it and the emailed link didn't help. |
| Unlock | The login was locked after too many wrong passwords. |
| Switch off | Someone leaves the firm, or a client should no longer sign in. Their history stays in the activity log. |
| Export | Download the list as a file. |
Creating logins
Client logins are not created here, so nothing is left half-made:
- Family Head login: on Add family, or later on the family page.
- A portfolio's own login: on the portfolio page, Give this portfolio its own login.
- Your firm's first login is set up by Wealth Plus when your account is opened. For more staff logins, write to [email protected].
Every reset, unlock and change is recorded in the activity log, with who did it.