Clients & Advisers
How to add, edit and remove clients and advisers in LifeNumber.
When you log in to LifeNumber you are taken straight to your client list You can create a new client by clicking the New Client button in the top right ...
Fri, 2 Apr, 2021 at 1:18 PM
Editing a Client You can edit a client's details in two places - from the client list and from the client's story. From the client list: N...
Tue, 6 Apr, 2021 at 11:24 AM
You can add your colleagues to your LifeNumber account as Advisers. This means they will have their own login to LifeNumber but you can both see the same cl...
Fri, 2 Apr, 2021 at 1:18 PM
Editing an Adviser Navigate to the adviser list by clicking in the top right From the adviser list, click the edit icon to the far right of their na...
Fri, 2 Apr, 2021 at 1:18 PM