There will be times when you need to update settings across all or a subset of Plans or Users. This can be accomplished through the Batch Update utility within the Advisor Portal.
2. First select the Type of update from the drop-down.
- Update Plan Settings
- Update User Settings
3. Area/Field drop-down will populate based upon your Type selection with the fields that can be updated. Choose the desired field.
4. Set Value To drop-down is populated with relevant option(s). Choose the desired option.
5. Under Plan Selection select either All Plans or Select Plans.
6. If you chose Select Plans, a popup box is presented with the list of Plans available to you.
- You can select the desired Plans in the left-hand column by checking the box.
- You can search for specific Plans through entries into the boxes in top row.
7. When done select Perform Update.