Best Practice for Managing User Groups

Hi Network 👋 Keen to tap into your collective wisdom on best practice strategies for managing user groups in Xplan. For practices that outsource administration and paraplanning, and need to grant th...

xplan

bridget.lowe

Iress Team

3 months ago

Hey Michelle, what a great question!
This is something I recently discussed with one of our kiwi Xplan businesses, who is looking at setting up virtual administrators to support their various practices. As well as managing user groups on their Xplan site, clearly defining their users capabilities (as to what they can view, create, or amend) and making smart use of Xplan's Access Levels is important. We've also explored how Xplan assists with security measures such as IP whitelisting for geolocation. Would love to hear from other advice businesses and what their processes are around this.

courtney.youngblutt
Xplan Expert
3 months ago
💡The IP whitelisting is such a great call out!
michelle.butler.0
Active Interactor
3 months ago
Thank you so much bridget.lowe! That is a great help.
michelle.butler.0
Active Interactor
2 months ago
Hi bridget.lowe 😊When you were discussing the IP whitelisting with your client was there any community articles on this subject at all? I can't seem to locate anything that discusses things to consider and the how to. Appreciate any assistance you can provide 🙏

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