How to manage household access in Lumiant [How-Tos]
We know that sometimes a client's adviser might change, or you need to set up a team to manage a particular household.
Lumiant has rolled out the ability to manage a household's access, allowing you to capture the client's primary professional (or adviser) responsible for a a household and which staff require access to the client.
...
To manage household access, follow these simple steps below:
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
34. Click on Manage Household access
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
...
Should you wish to change the role of one of the team members who have access to the client, remove the staff users using the delete option and re-add them using the add staff option with a new role. We are looking at how best to manage role changes in the future and will continue to improve this function.
Further Further reading:
To To learn more about managing your households, access our guide, How to Segment your Clients in Lumiant