Add and Manage Users

Additional users are free of charge, and we strongly encourage subscribers to create a separate user for each person accessing the account. This helps keep your account secure, allows for some user reporting for Firm Admins,  and ensures the Holistiplan team can reach the most appropriate person when needed.

The initial Holistiplan user for an account is automatically designated as a Firm Admin. In Settings > User Admin, Firm Admins can add, delete, and edit users. They can also:

• Designate other users to be Firm Admins
• Reset passwords
• Reset MFA tokens
• Deactivate users

To manage users, navigate to Settings > User Admin:

Adding New Users

To add a new user, click Add User at the top-right side of the screen:

Then, fill out the required information:

Editing Existing Users

To edit a user, click the three dots under Actions to the right of the user’s name

Deactivating a user will revoke access, but will keep user information, such as logins, upload history, and household creation history, in the system

Deleting a user will revoke access and delete all user information. Deleting a user will not delete households, uploaded returns, or insurance documents. 

Edit User allows admins to edit the first and last name, as well as the email address of the user.

Enable Firm Admin grants the selected user(s) Firm Admin privileges

Resend Invite resets the user's password and sends them a new temporary email.

Reset MFA Token will allow the user to create a new MFA token if they got a new phone or MFA isn't working.

To manage multiple users at once, select all users needing a change and choose the action from the bulk action dropdown box.