Plannr Technologies Limited

An overview of the client portal

Actions page overview

Conversations overview

Documents overview

Fact find overview

How can client records be managed when using shared email addresses or shared circles on the Plannr portal?

How can I check if a client has logged into their portal and find the last activity date?

How can I resend a client portal login or registration link in Plannr?

Organising your files

Tasks overview

Updating Personal & Contact Details

Client guides for the Plannr Client Portal!

Client Portal

Wealth/Client Portal App

Client Portal App

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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