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Managing Security & User Permissions (Admin)
How-to guides for understanding setting up security and user permissions
Getting Started with Perseptiv
Theme, Logos & Disclosure Management (Admin)
Login, Password Reset & 2FA
Managing Security & User Permissions (Admin)
AI-Content Studio
Managing Companies and Plans
Retirement Advisor-Specific CRM Features
Fiduciary Scoring
Cost Management
Plan Features
Fiduciary File Management
Integrations
Support & Troubleshooting
Getting Started with Perseptiv
Theme, Logos & Disclosure Management (Admin)
Login, Password Reset & 2FA
Managing Security & User Permissions (Admin)
AI-Content Studio
Managing Companies and Plans
Retirement Advisor-Specific CRM Features
Fiduciary Scoring
Cost Management
Plan Features
Fiduciary File Management
Integrations
Support & Troubleshooting
Configuring User Security & Login
To watch the video click here: https://loom.com/share/5197e98fb08945bea185376ac11e8817 Step-by-Step Instructions 1. Access Security Settings 0:01 Navigate to the Admin section. Select 'Manage ...