Your Work Bench
- How to Link an Existing Client to Your Integration [How-Tos]
- How can I segment my clients in a bulk change? [Product Guides]
- How to segment your clients in Lumiant [How-Tos]
- Lumiant Workbench - Client list filtering and display [How-Tos]
- How to Navigate Your Work Bench [How-Tos]
- In-App nudges and notifications [Video Tutorials]
- How to manage household access in Lumiant [How-Tos]
- Staff members - View, edit and manage all the details about your staff members. [How-Tos]
- Understanding the Workbench [Product Guides]
- Providing your client access to the Best Life Plan/ Registering your clients for online access [How-Tos]
- Edit Household and Client details [How-Tos]
- How to add clients and households to the platform [How-Tos]
- How to change the CFO/Non-CFO status of a client in Household [How-Tos]
- How to generate a Best Life Plan for clients [How-Tos]