Now that you've added your first client make sure to turn on their planners to be able to see all that TPP has to offer your client.
First from your client list click on the "Clients Name"
2. Now you should see the some of the details you set when you added your client, on the right side you should see "Client Projection Settings"
3. Click the button for "Enable All" and now all the planning modules will be visible when we go into the client portal to set up our first projection.
Checked (blue) means its enabled, unchecked (white) means disabled. You can use the "Enable All/Disable All" buttons to check or uncheck everything quickly or you can choose which you want to be visible in the clients portal. Now when go back to the client portal and the planning module will be active.
Note: You will see a $0 benefit in the reports for the planners you have disabled.
The "Client Settings" section will allow you to quickly:
1. Update your clients login credentials.
2. Navigate to the personal or business data entry or the main dashboard of the client portal.
3. Turn visibility of the planners on or off in that clients portal.
4. Add notes for yourself or you team, these are not visible to the client.
5. Turn summary email copies to your firm on or off using the checkbox.
Next we will go over how to set up the clients portal in Step 4: Client Profile Set Up