NaviPlan User Manual: Business Administration
Contents
1. in management reports If oversight access is not required i e users work independently and you are not going to use the NaviPlan management reports then you do not have to enter any organizational units Page 11 of 26 NaviPlan User Manual Business Administration Creating Organizational Units If some members of the organization will have oversight responsibility over other members you must add organizational units to define the hierarchy of your organization Note If you are adding organizational units each user must belong to one organizational unit and to all parent units in one direct path up to the highest level J To add organizational units and to create the oversight groups within the organizational unit that give read write and or control access to the members of that organizational unit follow these steps 1 Go to the NaviPlan Business Administration main page and then click the Organizational Unit Management icon J 2 From the Organizational Unit Management page click on the db icon to add an org unit 3 Fill in the Name ID and Description fields and then click Create m Create New Unit Create New Unit Name ID Milwaukee Offic Description Midwest Headquarters Create Cancel NaviPlan Business Administration Main Page Org Unit Management Add Child 4 Multiple sub units can be created under the original org unit as well as within other sub units An2. accounting or other professional advice and if any such advice is required the services of a competent professional person should be obtained Advicent has engaged Ibbotson Associates Inc a wholly owned subsidiary of Morningstar Inc to develop proprietary asset allocation tools for educational purposes Ibbotson has granted to Advicent a license for use thereof 1 6 2015 Page 2 of 26 NaviPlan User Manual Business Administration Contents oc csMMC 3 Chapter 1 Getting Started ss s Rs Rs eee cee rete eeeeees 5 Purpose of the NaviPlan Admin Site sss Ies rms nnna 6 Conventions used in this manual sss eee 7 Logging into the Business Administration Site ss ss seres 8 Exiting the Business Administrative Ste s s sese ceeeeeee 8 Find More Information seco fetes Sivek er s Dama See a GAD DELAY e ei ickiiidegutsweuedce 2g edes 9 AA PA 9 Learning Center l a a 9 Chapter 2 Organization Units aa 10 Org Unit Management sss eee cece e eee e eee cece cece oaaao 11 Creating Organizational UNITS ecelesie cede ice ero debates node ANAL Prec ame b Dele urbi rei 12 Deleting an Organizational Unit l aaa 13 Chapter 3 User Management 2 220020000 aa 14 User Management ooo aa ceeds oon a eeceaccccdes Aaa A R sencecedesssscehexstubpesdceceaselscbexsne 15 Creating a New User 2 2 2 5022650 bana ka MAD GD E E
3. c 2014 Advicent Solutions LP All Rights Reserved NaviPlan Business Administration Main Page Org Unit Management eee eee eee 11 Creating Organizational Units cece eee rrr rmi 12 Deleting an Organizational Unit 2 002220 2 occ ccc e ec A000000 aaa aiaa 13 Page 10 of 26 NaviPlan User Manual Business Administration Org Unit Management In NaviPlan companies are structured using a hierarchy of Organizational Units Each Organizational Unit represents a different part of the company and establishes the oversight privileges necessary for management to review and approve financial plans Each user must belong to one organizational unit and to all parent units in one direct path up to the highest level For example branch manager Paul Smith may belong to the Florida unit Hierarchy level 2 and to XYZ Financial Hierarchy level 1 but not to the Tampa unit Hierarchy level 3 XYZ Organizational units Financial Hierarchy level 1 national ma Organizational units Horida Texas Hierarchy level 2 regional T 7 l u s Nas Organizational units Tampa Dallas Austin Houston Hierarchy level 3 office Sample organizational structure Companies must define their organizational structure in NaviPlan if m Some users are to have oversight access over other users m You want to use NaviPlan management reports NaviPlan uses the organizational structures to group data
4. EDUCATION MODULE Select the Education module for a plan EFFICIENT FRONTIER INFO Select the efficient frontier graph in the Financial Needs Summary report EMERGENCY FUND MODULE Select the Emergency Fund module for a plan FA DETAILED RETIREMENT Access to the detailed Retirement page in Financial Assessments FA SIMPLE RETIREMENT Access to the simple Retirement page in Financial Assessments INTERACTIVE USER Access NaviPlan online LIFE INSURANCE MODULE Select the Survivor Income module for a plan MAJOR PURCHASE MODULE Select the Major Purchase module for a plan MONTE CARLO Select the Monte Carlo Analysis module for a plan OVERRIDE PROPOSED PORTFOLIO Override the default asset class weighting in the Asset Class Weighting dialog box OVERRIDE REPORT FOOTER Override and edit the client report footer text OVERRIDE RETURN RATES Edit the Return Rate field throughout NaviPlan OVERRIDE RISK TOLERANCE Override the portfolio proposed by the risk tolerance questionnaire PLANLEVELO Create and modify Financial Assessments PLANLEVEL2 Create and modify Level 2 Plans PLANLEVELAA Create and modify Asset Allocation Assessments PLANNER Create and modify a NaviPlan plan PLANNER ASSISTANT Perform data entry tasks but not actual financial planning Page 23 of 26 NaviPlan User Manual Business Administration Entitlement List Cont d PRESENTATION ACCESS PLAYER View and enter financial planning data in the Presentation Modu
5. LGU ALLAN KLOLILATAGLA er A A R eo Siinai 16 Searching Tor WSC a a Dn Secs a aaa ia ag Ba 17 Editing a Current User 17 Resetting User Passwords 2a 18 Deleting a User a 19 Chapter 4 Manage Templates __ 2 22 0 a 20 ATETA S E ssc AA ah Lc LI han ABA ee AG Aha GAGA BP ME EE ELM pa ec 21 Searching for Templates aa 21 Creating a New Template a 22 ALA AA AE 23 Entitlement List Cont d 22 20 0000 llis llli m il Illllll2ll 24 Chapter 5 Client management __ L L ss cence eee eee e cee eeceeseeeeeeeseees 25 Page 3 of 26 NaviPlan User Manual Business Administration Reassighing clients to another User eec esc Arr a NA ale a tut tenelidodret a aote betur 26 Page 4 of 26 NaviPlan User Manual Business Administration Chapter 1 Getting Started Purpose of the NaviPlan Admin Site _ 22 2 2 2 2 ccc la aa aaa 6 Conventions used in this manual sss e sre rr rrr 7 Logging into the Business Administration Site sss 8 Exiting the Business Administrative Ste ss sss s ceeeeee 8 Find More Information 9 Page 5 of 26 NaviPlan User Manual Business Administration Purpose of the NaviPlan Admin Site Copyright c 2014 Adicent Soltions LP Al Rights Reserved NaviPlan Business Administration main page The primary purpose of NaviPlan Business Administration is to set up and control access to the NaviPlan online application If some users will have
6. Planning Application Application Selection NaviPlan NaviPlan Business Administration 2014 Advicent Solutions LP All rights reserved About Advicent Terms amp Conditions Privacy Statement DMCA Notice Contact Exiting the Business Administrative Site To exit the administrative site and save changes click Logout in the top right corner of the screen Do not close your browser without logging off first or any changes made on the last screen you worked on may not be saved Page 8 of 26 NaviPlan User Manual Business Administration Find More Information If you have a question that is not addressed in this manual there are other places to look for additional information Help The quickest way to get information about any command dialog box or item within the NaviPlan Online Administrative Site is to use the Help To access the Help click the button at the top of the current dialog box or at the bottom of the Home page Learning Center Find training support and additional resources quickly and easily in the NaviPlan Learning Center Use the Learning Center as your first stop for finding supporting documentation training opportunities and the latest updates to NaviPlan To access the NaviPlan Learning Center open the Help amp Resources menu from anywhere in NaviPlan then select Learning Center Page 9 of 26 NaviPlan User Manual Business Administration Chapter 2 Organization Units Copyright
7. eo raan ae titer pac cicer secti e NN GG Naisa sa TEENE i 24 Page 20 of 26 NaviPlan User Manual Business Administration Using Templates User templates allow you to make changes to an entire group of users in one location instead of modifying each profile individually In order to reduce the amount of time spent creating user profiles click on the Template E Management Icon Searching for Templates The search function enables you to search for templates that exist in the administrative site Search for templates by entering the template name To generate a list of names that start with a particular letter enter that letter in the field To find a template follow these steps N 1 Go to the NaviPlan Business Administration main page and then click the Manage Templates icon s 2 Enter the search criteria for a template Searching by name is case sensitive To search for all templates leave the fields under Search By blank 3 Click Search 4 Click the name of the appropriate template Note You are only able to search templates by name and not by description Page 21 of 26 NaviPlan User Manual Business Administration Creating a New Template To create a brand new template follow the following steps 1 Click on the Template Management icon and then click Add a Template a Template from the Template Management dialog box 2 Fill in the Template Name and Description with the applicable inf
8. oversight responsibility over the work of other users or if you plan to use NaviPlan s generic management reports then you will also use the administrative site to define the hierarchical structure of your organization Using NaviPlan Business Administration you can create and maintain application users m create and maintain administrative user profiles m create and maintain ownership groups teams in which all members of the team share ownership of the client m reassign clients from one user to another user m create the base organization s for your company optional m setup organizational units within the organization optional and create organizational unit oversight groups Page 6 of 26 NaviPlan User Manual Business Administration Conventions used in this manual This manual uses the following conventions m The names of items on the screen are italicized and bolded For example the Users page opens m The names of items that you must select click or enter appear in bold For example make your changes and then click Done Page 7 of 26 NaviPlan User Manual Business Administration Logging into the Business Administration Site To log into the NaviPlan Business Administration you will first need to log into NaviPlan online Once you have logged in you will be brought to the Application Selection page where you can then select NaviPlan Business Administration I ADVICENT 8 9 EWTN ET Financial
9. NaviPlan Financial Planning Application NaviPlan User Manual Business Administration NaviPlan User s Guide USA Version 15 0 NaviPlan User Manual Business Administration Copyright and Trademark Copyright 2013 2014 Advicent LP and its affiliated companies Advicent All rights reserved Advicent and NaviPlan are trademarks of Advicent No part of this publication may be reproduced or transmitted in any form by any means electronic photocopying recording or otherwise without the written permission of Advicent Microsoft Word is a registered trademark of Microsoft Corporation Adobe and Acrobat are trademarks of Adobe Systems Inc All other product names are the sole properties of their respective owners Software License This publication is intended for use by authorized licensees of Advicent s proprietary NaviPlan software described herein This publication does not grant any license or right to use of the software and use ofthe software or this publication is prohibited by anyone who is not an authorized licensee All licenses rights and restrictions on use ofthe software are governed by a separate license agreement Disclaimer The software described in this publication is designed to allow a financial planner to demonstrate and evaluate various strategies in order to achieve a client s financial goals It is licensed to authorized licensees on the understanding that Advicent is not engaged in rendering legal
10. PPROVER_TEMPLATE NaviPlan Administration Main Page User Management Add A New User Page 16 of 26 NaviPlan User Manual Business Administration Searching for Users To find a user follow these steps 1 Goto the NaviPlan Business Administration main page and then click on theUser Management icon EJ 2 On the User Management page enter the Login Name or User Name of the user you are searching for m To search for a user who currently has access to NaviPlan Online select Active m To search for a user who no longer has access to NaviPlan Online select Inactive m To search for both active and inactive users click Both 3 Click Search and a list of the users who meet your criteria will appear below Note When entering criteria you can also use wildcards For example to generate a list of users whose login names start with J enter J in the Login Name field To view a list of all users click Search without entering any criteria Editing a Current User Users that have already been created can be edited To do so use the following steps 1 Goto the NaviPlan Business Administration main page and then click on the User Management icon E Enter in the Login Name or User Name of the user and click Search Select the user from the user list section Bw mw The User page will appear and the following information can be edited m Organization Allows you to see which organizations the user belongs to m Entit
11. example of how to branch out multiple sub units can be seen here Organizational Unit Management Add or Delete Organizational Units in the tree Unit Details v GI Local office Name ID Wes Enn v Milwaukee Branch Downtown Branch Description West Branch Federation Configure Federation NaviPlan Business Administration Main Paige Org Unit Management Page 12 of 26 NaviPlan User Manual Business Administration Deleting an Organizational Unit To delete an organizational unit follow these steps 1 Goto the NaviPlan Business Administration main page and then click on the Organizational Unit Management icon LJ 2 From the Organizational Unit Management page highlight the org unit you wish to delete 3 Click the delete icon Note Be sure that all members associated within the org unit you are deleting have been removed If there are still users associated with the org unit you will not be able to delete it Page 13 of 26 NaviPlan User Manual Business Administration Chapter 3 User Management Copyright c 2014 Advicent Solutions LP All Rights Reserved NaviPlan Business Administration Main Page User Management 22 ese e serere esr anaron arrana oraaa rrenen nn 15 Creating a New Useru eee eee eee ee 16 Searching for Users s e e eee eee eee eee eee cece enoar arren 17 Editing a Current User 17 Resetting U
12. k Reassign Client Management Client Reassign Client Source Client Source Owner User Owner Group All Clients of v Client Destination New Owner User New Owner Group NaviPlan Business Administration main page Client Management Client Management dialog box Page 26 of 26
13. le REPORT OUTPUT FORMAT SELECTION Choose the format used for reports PDF or RTF Word file SCENARIO MANAGER Access the Analyze Goals section in the UI for a plan USER DEFINED TEXT Access the User defined Text tab where user can add custom text to reports Page 24 of 26 NaviPlan User Manual Business Administration Chapter 5 Client management 2 99 Copyright c 2014 Advicent Solutions LP Al Rights Reserved NaviPlan Business Administration Main Page Reassigning clients to another User Page 25 of 26 NaviPlan User Manual Business Administration Reassigning clients to another User To reassign clients to another user follow these steps 1 Go to the NaviPlan Business Administration main page and click theClient Management icon 2 Choose one of the following m Toreassign a single client under Client Source select Single client m To reassign all the clients belonging to one user under Client Source select All clients of and then enter the user s name in the Owner User field m To reassign only specific clients under Client source select Selected Clients of and then enter in the Owner User name 3 Choose one of the following m To reassign the client s to a single user enter that user s login name in the New Owner User field under Client Destination m Toreassign the client s to a user group enter the user group name in the New Owner Group field under Client Destination 4 Clic
14. lements Allows you to add individual entitlements to a users profile m Oversight Allows you to add or make changes to what oversight permissions a user has within their organizational unit Page 17 of 26 NaviPlan User Manual Business Administration Resetting User Passwords When users forget their NaviPlan login passwords administrators cannot tell them what their passwords are but they can assign new ones To reset a password follow these steps Go to the NaviPlan Business Administration main page and click the User Management icon E Select Active Find the user whose password you want to reset See User Search on page 17 Click the Login name of the user Ur ups ue dens US Under User Password enter a new password twice once in the New Password field and once in the Confirm Password field 6 Click Set Password Actions Savi User Information Organization Entitlements Oversight User User Name JTEST User Password New Password Set Password Confirm Password Name Email First Name John Last Name Test Email Address jtest gmail com NaviPlan Business Administration main page User Management Search User dialogue Page 18 of 26 NaviPlan User Manual Business Administration Deleting a User To delete a user from the NaviPlan Business Administration tool follow these steps Go to the NaviPlan Business Administration main page and then click on the User Management icon a From
15. ormation To create an updated version of a previously created template simply select it from the Copy Existing Template drop down 3 From the Template Editor dialog box go to the Entitlements tab Here you can search for entitlements in the Entitlement Name search box or scroll through each one individually using the scroll bar at the right Template NAVIPLAN TEMPLATE Actions Save User Template Entitlements Oversight NAVIPLAN TEMPLATE Entitlements Name Delete ACCESS MGMTREPORTS langgan APPROVER x bej ka Name Description ACCESS_NPSE Entitlement allowing users to login and access the NPSE application ADDITIONAL_REPORTS_GRAPHS Entitlement allowing users to access the Monte Carlo Additional Reports and Graphs ADVANCED_ESTATE_MODULE Entitlement to select the Advanced Estate module on the Select Modules page ASSET_CLASSIFIER Entitlement allowing users to access the asset classifier user interface NaviPlan Central Main Page Template Management Select Template Entitlements 4 Next choose what oversight permissions should be added to the template by clicking on the Oversight tab Oversight allows users to have different levels of access to other users clients and can be set at different organizational unit levels The four different permissions to choose from are Read Write Control and None Permission Read Write Control None type Allows users to Allows users to view Allows users to
16. ser Passwords 000000000000 aaraa raa EDE IPEDE D D AEDA nananana nnen 18 D leting I USE lt AA DAN e a DA NGA NAAT 19 Page 14 of 26 NaviPlan User Manual Business Administration User Management Before any person can use NaviPlan Online that person must be entered in the administrative site as a user NaviPlan Online maintains information about each user of the application in the form of a user profile This information is used to control access to different parts of the application Administrators can enter edit and delete all this information in the administrative site Page 15 of 26 NaviPlan User Manual Business Administration Creating a New User To create a brand new user follow these steps 1 Go to the NaviPlan Business Administration main page and then click on the User Management icon Z 2 From the User Management screen select Add a New User 3 Onthe Create User screen be sure to include the following information m User Name m Password m Confirm Password m First Name m LastName m Email Address 4 Click Create Note The password must have at least one upper case letter one lower case letter and must be 10 characters total User Information User User Name Password Confirm Password Pake Name Email First Name Joe Last Name Smith Email Address ismith gmail com Branding Personality Branding Personality Y Branding Disposition X Templates Template SELF_A
17. the User Management dialogue box enter in the user s Login Name or Last Name and click Search Double click the user you would like to delete to open up the User Dialogue box From the User Dialogue box click Actions and then select Deactivate Or t55 uu aS Once the user has been deactivated click Actions again and then select Delete G User JSMITH Actions Deactivate 4 Entitlements Oversight User User Name JSMITH User Password New Password Confirm Password Name Email First Name Joe Last Name Smith Email Address jsmith gmail com Branding Personality Branding Personality lv Branding Disposition v Templates Template SELF_APPROVER_TEMPLATE NaviPlan Business Administration main page User Management User Note In order to delete a user all client data must be re assigned to a different user or deleted Page 19 of 26 NaviPlan User Manual Business Administration Chapter 4 Manage Templates Copyright c 2014 Advicent Solutions LP AI Rights Reserved NaviPlan Business Administration Main Page Using Templates 21 Searching for Templates cs erede Sorice Slkwe senda GA DN LAND wee EDE aD EE E Err Lab tons md 21 Creating a New Template e e esse e eee e eee cece eeeeeeeeeee 22 mulum 23 Entitlement List Cont dis so oc asa ccc
18. view make Users cannot Description view each and make edits to changes and re assign see others others clients clients and plans clients to other users clients at all 5 Once you have finished setting oversight permissions click Save Now the template appears as a choice when entering new users under User Management Page 22 of 26 NaviPlan User Manual Business Administration Entitlement List The following is a list of entitlements that can be added on an individual user level or to a template ACCESS MGMTREPORTS Generate management reports for all organization units the user belongs to ACCESS NPSE Log on to NaviPlan ADDITIONAL REPORTS GRAPHS Access additional reports from the Reports menu ADVANCED ESTATE MODULE APPROVER Approve all plans CALCULATORS Access the financial calculators CLIENT GRANT REVOKE Grant and revoke clients they have control over to other users CLIENT REASSIGN Reassign clients they have control over to other users CRITICAL ILLNESS MODULE Select the Critical Illness module for a plan CUSTOMIZED ACTION PLAN Modify Action Plan Text on the User defined Text tab CUSTOMIZED OBJECTIVES Modify Objectives text on the User defined Text tab CUSTOMIZED RECOMMENDATIONS Modify Recommendations text on the User defined Text tab DETAILED INCOME TAX CALCS Select the Detailed Tax method as the income tax method for a plan DISABILITY INSURANCE MODULE Select the Disability Income module for a plan
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