If advisors want to stop collaborators and observers from accessing a specific financial plan in their client list, they can use the privacy setting in the Advisor Portal.
To access the privacy setting, advisors can select a client from their list, choose the personal info tab on right and scroll down to mark the plan private. This will stop teammates who are in a collaborator or observer role from accessing the plan.
To access the privacy setting, advisors can select a client from their list, choose the personal info tab on right and scroll down to mark the plan private. This will stop teammates who are in a collaborator or observer role from accessing the plan.
Please note:
Super Administrators can view all private financial plans.
