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?

Yes! By opening the plan in Client Access Mode, you can impersonate the client perspective based on the selections you've made within their planning access. For a quick video tutorial, click here.

For additional assistance within RightCapital please contact our Support team.

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