Using the Adviser Portal (system users)

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

Unable to edit client

Unable to edit your client?
Dale Mooney avatar
Written by Dale Mooney
Updated yesterday

Invite templates

Updating your email templates
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Written by Dale Mooney
Updated yesterday

Resetting password

Forgot your password? or has your client forgot their password?
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Written by Dale Mooney
Updated yesterday

Searching your clients

How to search for your clients
Dale Mooney avatar
Written by Dale Mooney
Updated over a week ago

Helping a client login

How to help a client/viewer login for the first or subsequent times.
Aaron Coates avatar
Written by Aaron Coates
Updated over a week ago

Using the Reminders feature

The reminders feature sends automated email reminders to clients, prompting them to continue their journey.
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Written by Aaron Coates
Updated over a week ago

Getting a clients invite link

Lost your clients invite link?
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Written by Dale Mooney
Updated over a week ago

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.
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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 over a week ago

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 over a week ago

Adding a new Viewer (client)

How to add a new client/viewer to watch your selected Adviser Portal videos.
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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 completes their video journey?

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

Adding a new system user (Administrator/Adviser)

Using the Adviser Portal to add a new system user (adviser)
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Written by Aaron Coates
Updated over a week ago