Using the Adviser Portal Admin

Dale Mooney avatar Daniel Stuessy avatar Aaron Coates avatar
11 articles in this collection
Written by Dale Mooney, Daniel Stuessy, and Aaron Coates

Getting clients invite link

Lost your clients invite link?
Dale Mooney avatar
Written by Dale Mooney
Updated yesterday

How do I download a Media Pack

Downloading videos of portal journeys to act as evidence of what's been watched. Media Packs contain all our educational videos.
Daniel Stuessy avatar
Written by Daniel Stuessy
Updated over a week ago

How do I upgrade my account?

Need more viewer journey credits or expect to soon? This article shows how to change subscription to a higher volume plan.
Aaron Coates avatar
Written by Aaron Coates
Updated over a week ago

How do I download a client/viewers report?

Download your viewers (client) journey report
Dale Mooney avatar
Written by Dale Mooney
Updated this week

How do I use a test viewer?

What to do when you have created a test viewer
Dale Mooney avatar
Written by Dale Mooney
Updated over a week ago

Can I change a viewers email address?

What to do if you notice a viewers email address is wrong or needs changing
Aaron Coates avatar
Written by Aaron Coates
Updated this week

Getting started guide

A few useful pages to get you up and running quickly using the Adviser Portal
Aaron Coates avatar
Written by Aaron Coates
Updated over a week ago

Adding a new Viewer (client)

How to add a new client/viewer to watch your selected Adviser Portal videos.
Aaron Coates avatar
Written by Aaron Coates
Updated over a week ago

How do I add a test viewer?

In order to test the Portal and view the videos as if you were a Viewer/Client
Aaron Coates avatar
Written by Aaron Coates
Updated over a week ago

What happens when a viewer completes the Portal?

A guide on what happens when a viewer/client completes all the videos in his/her selected video journey
Aaron Coates avatar
Written by Aaron Coates
Updated over a week ago

Adding a new system user (Administrator)

Using the Adviser Portal to add a new system user know as an Administrator
Aaron Coates avatar
Written by Aaron Coates
Updated over a week ago