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We know that sometimes a client's adviser might change, or you need to set up a team to manage a particular household. 

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1. Practice manager to Go to Lumiant

2. Search for your client> then click Click on Household Summary

3. Click on the three action dots

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34. Click on Manage Household access

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45. Click on Team to view who in the team has access to the household

 

56. Click on Staff Access to add new staff access

 

67. Click on the staff to provide access 

 

78. Select the staff users user's role by clicking on the chevron to the right

 

89. Click on the suitable role option

 

910. Click on Save

 

1011. There will always need to be one Primary professional assigned to the client. To remove the other Primary professional, click delete on the right

1112. Click on Delete to remove access

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