NaviPlan Clients User Account Overview

• The NaviPlan Clients User Account Overview page allows for the addition, management, modification, and deactivation of client log-ins for NaviPlan Clients.

• The NaviPlan Clients User Account Overview page can be accessed via Portal Management found under Active Client.

In the top right of the Existing NaviPlan Clients User Accounts list, click Create New User button to access the Create New User Account page.
Note: You must have a client file open to create a NaviPlan Clients User Account. The Create New User button will be unavailable if there is already an active NaviPlan Clients User account for the client file because each client file supports only one NaviPlan Clients user account.

Click the button to access the Edit User Account page.

Clients may be organized by any of the columns within the Existing NaviPlan Clients User Accounts. Click any column to organize alphabetically (for User Name, Email, and Status) or chronologically (for Date Created and Last Log-in Date). Clicking the column header again will reverse the order.

Clients may also be filtered by All Activated Users, All Deactivated Users and/or All Users with the Filter by drop down.

After a client has been created, click to highlight the desired client then click Send Fact Finder... to send a fact finder.

Select the client you wish to access and click the Open Client View button. A new page will open with an uneditable version of the client's portal.

To view a client's published plan in NaviPlan click either:

• View plan published <date>: NaviPlan will open the published plan as it was on the date that it was initially published
• View plan updated <date>: If a client's published plan has account aggregation, NaviPlan will open a the plan with updated account data. This data will be accurate to the last time the client accessed the portal.