Managing Client Records with Shared Email Addresses or Circles on the Plannr Portal
The Plannr portal provides flexibility for managing client records, even in scenarios where clients share email addresses or need to be part of shared circles. This article provides comprehensive guidance on account setup, visibility management, and separating clients for privacy.
Setting Up Clients with a Shared Email Address
It is possible to set up separate client records for individuals who share the same email address. Here’s how you can do it:
Use the Same Email Address: During the setup process, select the shared email address for each client’s login. Both clients will log in using the same email and password combination.
Switch Between Accounts: Once logged in, clients can use the account switcher feature to toggle between their individual records. This ensures that they can access their respective data without confusion. Adjust permissions as needed to ensure each client only accesses their intended records.
Future Functionality: Plannr is developing a joint circles functionality that will allow combined wealth views under one login. This feature is not available yet but will simplify management in such scenarios.
Managing Shared Circles and Permissions
When two clients are part of the same circle, there are steps to ensure that neither can access the other’s information through the Plannr portal:
Review Plan Visibility: Check the visibility settings within the circle. Carefully review each client's plan permissions to confirm their access privileges.
Modify Circle Membership: If needed, remove the clients from the shared circle. Once separated, neither client will be able to access the other’s information via the Circle View, ensuring complete privacy.
Important Notes
Sharing the same email address across multiple accounts will not cause technical issues on the Plannr portal.
Always configure permissions carefully to ensure data visibility aligns with client privacy requirements.
Upcoming features like joint circles will enhance functionality for shared client setups, so stay tuned for updates.
By following these steps, you can effectively manage client records while accommodating shared email addresses or maintaining privacy in shared circles.