Enter your search term here...
New support ticket
Check ticket status
01743 730 010
Basic account admin
How do I change my password?
I've forgotten my password. How do I request a new one?
I've been locked out of my account. What should I do?
What is my user role?
How do I activate two-factor authentication (2FA) for my account?
How do I upgrade or downgrade my plan?
I want to downgrade but the plan isn't available
How do I cancel my subscription?
How do I reactivate my account?
Which plan am I signed up to?
How and when do I pay?
How do I update my card details?
Do I have to pay VAT?
Do you issue refunds for partial months?
I have a query about billing or invoicing. What should I do?
View all 6
How do I add users to my account?
What is the difference between a Writer User and a Reader user?
What are the different user roles?
How do I activate 'view all users' clients / reports' and allow paraplanners to write reports for adviser within my account?
How can I use workgroups to restrict which clients / reports another user can view and edit?
View all 12
Help Desk Software