Using Plan Access Codes

Duration: 10 Min.



Every administrator in your firm might not work with every plan, or need to. There could be some plans that you would like to reserve for only a few people. With access codes, you can group plans for administrators even for separate offices, and you can designate those special plans for access by only a few.


In this session, we will:
  • assign access codes to user profiles
  • assign access codes to plans
  • use access codes to restrict certain plans
  • update access codes as things change

Event Details