For firms using our Plannr integration, all login resets need to be actioned within Plannr, as the client will only have access to the Plannr client portal.

This can be done in two ways:

Via the reset password screen

1. Go to the plannr login page and click on reset password, or use this link; Plannr
2. Enter the client's email address and click on Send password reset link

3. You will see this message, and the client should receive an email:

4. The client will have 60 mins to action this before the link expires:

Via the client's access page

1. When logged in to Plannr, navigate to the client's record and select 'access' in the left hand menu

2. Delete the existing record (if there is already one in existence for the client's chosen email address:

3. Select 'create login', fill in the details in the right hand menu, and select 'create'. Please ensure the email address you select is the same as the client's email address within the platform, and always ensure that the client has 'write access' enabled, as this will ensure they can accept platform terms when required:

4. The client will receive a welcome email:

Password requirements

·       Minimum 8 Characters

·       At least 1 Letter

·       At least 1 Number

·       The Password should also be uncompromised. We use the k-Anonymity model to determine if a password has been leaked via the haveibeenpwned.com service without sacrificing the user's privacy or security. If the system detects that the password has been compromised, it will not allow the client to use this password.