Roles and Permissions

0:00Welcome. This tutorial will walk you through the features available inside a support staff core account. The support
0:077 secondsstaff license is intended for users who are working on data entry, simple reporting, and general analytics. You'll
0:1414 secondsfind that any of the features that require deep analytics are reserved solely for the advisor and firm admin
0:2121 secondslicense. As the support staff, when you first log in, you'll start on your main households page. To get started with data entry, you can click the add a
0:3030 secondshousehold button. And here you'll have access to the quickre standard options.
0:3535 secondsAnd if this is your first time getting started or if you're looking for a sample household to walk through, you can always use one of the example preloaded households in your software.
0:4444 secondsOnce you have a household inside income lab, you can click the household here.
0:4848 secondsAnd as a support staff, you'll see first on the left that you will have access to the main dashboard, to LifeHub,
0:5858 secondsto the tax lab, and the balance sheet.
1:031 minute, 3 secondsInside the dashboard, you'll have access to the insights tab here, the income and guard rules view, as well as the cash flows view. You will not have access to
1:121 minute, 12 secondsthe historical analysis or the test plan features as those are reserved for the advisor and firm admin license. However,
1:191 minute, 19 secondsas a support staff, you will have access to different report capabilities. For example, on the insights dashboard, you can generate a simple report right from
1:271 minute, 27 secondsthe insights dashboard. You'll also have the same type of quick report functionality on the lifehub page where you can also generate a quick onepage
1:351 minute, 35 secondsreport right from lifehub as well as in the tax lab. You can click the generate button here on the right and generate a
1:431 minute, 43 secondssimple report from the tax lab. If you'd like to build more detailed reports, you can go to the main report section here at the top. Create a template and then
1:511 minute, 51 secondsaccess all the different reports inside income lab. You'll have access to some basic settings. These will only apply just to your specific account and not to
1:591 minute, 59 secondsthe firm. But here you can set default values and set up any capital market assumptions. If you're on a free trial,
2:062 minutes, 6 secondsyou'll also notice in the top right hand of your screen that the software will indicate how many days are left in your trial. If you need any help or resources
2:142 minutes, 14 secondsalong the way, you can click the help and resources icon. You can open the AI assistant to get quick questions on the fly. The AI assistant has full knowledge of our help center and our webinars.
2:252 minutes, 25 secondsIt's a closed AI, so it's only providing information on Income Lab, but this is a great place to have questions answered on how to set up different inputs, how
2:332 minutes, 33 secondsto explain things to a client, just understanding different features and how to best use them inside the software. If you'd like to get some help answering
2:402 minutes, 40 secondssome quick questions, you can always use our live support and chat with our team.
2:442 minutes, 44 secondsAnd if you're a great self-starter, you can click the self-guided training, open up the self-guided training tab,
2:502 minutes, 50 secondsand then have access to all of our in-appg guided walkthrough. This is a great way to see on the screen how to complete different processes inside
2:572 minutes, 57 secondsincome lab. If you're looking for more help articles and tutorials, you can always click this button to go to our help center. And if you'd like to engage with other advisers using income lab,
3:073 minutes, 7 secondsyou can click the income lab community.
3:103 minutes, 10 secondsYou'll have to become a member in order to engage. This will require a different set of username and password than what you use to log into income lab. But
3:183 minutes, 18 secondsinside the community, you can ask questions to our income lab community,
3:223 minutes, 22 secondsjoin discussions, view our upcoming events, webinars, view our past masterclass sessions, or view any past events that we've held here at Income
3:303 minutes, 30 secondsLab. You can also use the feature request section here to submit feature requests, upvote and different feature requests that have already been submitted by other users, and go to our
3:403 minutes, 40 secondsrelease announcements if you're looking to see what was recently added to the software. That's it. Thank you for viewing this video. Please reach out to
3:483 minutes, 48 secondsour team if you have any questions or if there's anything else we can help with.

0:00Welcome. This video will walk you through the features available inside a support staff pro account. The support
0:077 secondsstaff license is intended for users who are mainly helping with data entry, plan building, and plan editing and simple
0:1515 secondsreport functionality. You will find that any of the features that are involved with deep analysis are only available to
0:2222 secondsthe advisor and firm admin licenses. As a support staff user, when you first log in, you'll start at the main households page. To get right into the data entry
0:3131 secondsand plan building, you can click the add household button. You'll see all the different options to get started. As a prouser, we'd recommend using our AI
0:3939 secondstools as that will really help speed up your time. For example, with the AI plan builder, you can upload a document,
0:4545 secondstranscript, multiple documents, have the AI read that information, and essentially build a plan for you in a matter of minutes.
0:5353 secondsOnce you have a household built, you can click the household button here. When you're inside a household, as a support staff, you'll have access to the dashboard,
1:031 minute, 3 secondsLifeHub, tax lab, and the balance sheet.
1:101 minute, 10 secondsInside the dashboard, you'll also have access to the insights dashboard,
1:151 minute, 15 secondsthe income dashboard for income and guardrails, as well as the cash flow view.
1:211 minute, 21 secondsThe historical analysis and test plan features are restricted for advisors only, so those will not be available here on your screen. However, as a
1:301 minute, 30 secondssupport staff user, you will have access to different reporting features. For example, when you're on the insights dashboard, you can click generate report
1:371 minute, 37 secondshere and generate a simple, easy report right from this insights dashboard.
1:421 minute, 42 secondsYou'll have similar functionality here in lifehub. On the lifehub page here,
1:461 minute, 46 secondsyou can click generate report and generate an easy onepage report of your lifehub screen here. In the tax lab, you
1:541 minute, 54 secondscan click generate report on the right and then open the dropown to select all the different tax lab reports you'd like to run. You can also go to your main
2:022 minutes, 2 secondsreports section at the top, create a new template, and then have access to all the different reports available inside your income lab account. You will have
2:102 minutes, 10 secondsaccess to set certain settings. These settings are only applicable to your account and not to the entire firm, but here you can set your own default values
2:182 minutes, 18 secondsor edit and set up your own capital market assumptions. If you're on a free trial, you will see in the top right here how many days you have left in your
2:262 minutes, 26 secondsfree trial. If you need any help along the way, click the help and resources tab here. And here you'll have quick
2:332 minutes, 33 secondsaccess to our AI assistant. The AI assistant is a great way to ask quick questions to help you learn how to use income lab. This can be from how to add
2:422 minutes, 42 secondscertain inputs, how to understand different features and pages in the software, or just help explaining different parts about the income lab app. It's important to note the AI
2:502 minutes, 50 secondsassistant is only trained on the income lab information, tutorials, articles,
2:542 minutes, 54 secondsand webinars and is not a open- source AI. So, it's only closed to things specific to income lab. In addition, if
3:023 minutes, 2 secondsyou're a great self-starter, you can click the self-guided training and then you'll have access to guided walkthroughs that'll walk you through
3:093 minutes, 9 secondsinside the app how to complete different processes inside your account. If you have any quick questions and would like to chat with one of our team members,
3:173 minutes, 17 secondsclick the live support and then one of our team members will be able to chat with you. This is perfect if you just have quick questions that you'd like to get help with on the fly. If you'd like to schedule more of a detailed training,
3:273 minutes, 27 secondsyou can always click schedule a training to meet one-on-one with one of our team members. If you'd like access to more tutorials and help articles, you can do
3:353 minutes, 35 secondsso through the help center. And if you'd like to engage with other income lab users, you can go to our income lab community. Inside the community, you can
3:423 minutes, 42 secondsask questions and have other income lab advisers respond and help you with those questions. This is a great way if you're trying to learn how other advisers are
3:493 minutes, 49 secondsusing the software or just pick up best practices from other income lab experts.
3:543 minutes, 54 secondsYou can start a discussion board here in the community as well as go to our event section to see our upcoming events. You can quickly RSVP for those upcoming
4:024 minutes, 2 secondsevents. You can also watch our on demand master classes if you're really trying to help master income lab or go to our past events section to watch the recordings for any of our past events.
4:124 minutes, 12 secondsIf you have any feature requests, you can submit those here or upote any existing feature requests that someone else has already submitted. And the
4:204 minutes, 20 secondsrelease announcements is a great place to stay up to date on all the updates we've made to the income lab app. And back on the main households page here,
4:284 minutes, 28 secondsyou can always click your profile icon to manage account if you'd like to change your password, set up any integrations, or just adjust your display settings.
4:374 minutes, 37 secondsThank you for viewing this video. We hope this helps. Please reach out to our team if you have any questions.