Xplan Client Access Temp Passwords
Is there an underlying Client Access password default expiry timeframe even if not added in Settings? We have a number of clients unable to access getting the message "incorrect username or password".
2 Replies
- rainier.reyes
Advisely Team
Thanks for your question dianne.preece.0 ! Looking forward to seeing if our resident Xplan experts might have a solution.
- kenny.foo
Iress Contributor
Hi dianne.preece.0, there shouldn't be an expiry if that's what has been selected. There could be any number of reasons as to why they can't log in - best to raise this with the service desk team on Iress Connect, please provide an example with as much info as possible to help the team troubleshoot.
Recent Discussions
Related Content
You're sitting across from a client, explaining complex financial strategies, and you see their eyes glaze over. Sound familiar?
We recently hosted an AMA on all things Visualise and Client Portal. What did we learn?
