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Quick-start, Login

After you have logged in for the first time, you will be able to set-up your own user-names and passwords and delete the demonstration ones (see Set-up, Users). For the first time though, when you get to the “Login” screen…

Limit Login to a Specific Adviser’s Clients

You may choose to set-up login names that only display clients belonging to a specific adviser. In this case you must use the “For Adviser” drop-down to select the specific adviser. The point of this is to…

For further information regarding this see the section “All or Adviser” in Set-up, Users

Logged-in Users

You may wish to check who’s already logged-in to a multi-user system, which for example, might be licensed for three users in an office that has four staff. To do so…

You might then ask one of the displayed users to log out so that you could get on. Alternatively, if one of the listed users had previously “crashed out” you might log on in their name again purely so that you could then log them out cleanly.