Planning Access

Frequently Asked Questions

Need assistance with Planning Access? RightCapital is here to help! Please use the common questions and answers below to assist you with planning access. For additional assistance, use the link to our support team at the bottom of the article.

Can I rearrange the order of the planning modules?

Where can I create and apply planning access templates?

Can I change a client's planning access after I set it?

Why are some modules in the planning access checklist underlined?

Can I see what the plan will look like on the client side, after customizing their planning access?

For additional assistance within RightCapital please contact our Support team.

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