Users

Everything to do with logins, profiles and permissions

Login using Client Voices 1 username and password
When you log in to Client Voices 2 for the first time, you will need to use your old Client Voices credentials (username and password) to get in. But becaus...
Fri, 8 May, 2020 at 9:54 AM
Change your email address
It’s vital that the email address you log into Client Voices with is one you have access to. If you need to change your password, Client Voices will send a ...
Fri, 8 May, 2020 at 10:03 AM
Change your password
It’s good to change your password every once in a while. For the purpose of this article, let’s pretend we’re the kind of person who would actually do that....
Fri, 8 May, 2020 at 10:05 AM
Edit your own profile
Your Profile in Client Voices contains your name, email, password, phone number and permission settings. Go to the Profile page anytime you need to make cha...
Fri, 8 May, 2020 at 10:07 AM
I didn’t receive the email
Every Client Voices user must have an email attached to their account. This is so that Client Voices can verify who you are.   Client Voices uses this whe...
Fri, 8 May, 2020 at 10:08 AM
I forgot my password
If you’re trying to log into Client Voices using you email address, but you’ve forgotten your password, just click the Forgot your password? link in the sig...
Fri, 8 May, 2020 at 10:09 AM
Permission level: Can manage all clients
This permission enables you to view all client records. You do not have permission to access their Client Case though.   Using the Client List page, you w...
Fri, 8 May, 2020 at 10:10 AM
Permission level: Can Manage Staff
This permission level grants the user access to Staff and Reports.   Only people with this permission level have access to the Staff tab in the main navig...
Fri, 8 May, 2020 at 10:12 AM
Permission level: Can mentor all clients
In Client Voices, clients are normally assigned to a Financial Mentor.   This permission gives you access to ALL client records, whether assigned to you o...
Fri, 8 May, 2020 at 10:12 AM
Permission level: Can mentor assigned clients
In Client Voices, clients are normally assigned to a Financial Mentor.   This permission gives you access to only those client records that are assigned t...
Fri, 8 May, 2020 at 10:14 AM