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Xplan Essentials (UK) - Adding 'Qualifications' field to My Preferences

lee.coakley
Iress People
Iress People

on ‎08-12-2023 08:53 PM - last edited on ‎08-05-2024 07:42 PM by Community Manager

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Available 8 December 2023

 

Overview

The Essentials team have released an update to 'My preferences' area that will allow you to update your own qualifications without the need to contact your site administrators.

The changes have been made within the following Essentials sites in the UK region (please check the URL of your Xplan site in your browser if you are unsure whether this applies to you): 

  • XplanCentral
  • XplanCentral1
  • XplanCentral2
  • XplanCentral3
  • ThreeSixty 

Updating your qualifications

To update your qualifications, navigate to My Preferences > My Details > Contact Details page and edit the page. Once you have entered your qualifications, select save. 

Qualifications.png

 

Any documents that support qualifications on the output will now display the information you have entered.

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