Xplan setup checklist
Last updated 5 December, 2023
This checklist is intended for Xplan admins.
If you are not an Xplan admin for your site, you can most likely at least check some the items and request that any updates are made in Xplan by your site’s administrator.
User capabilities
Xplan group visibility
Action: Ensure all users have the Administer Groups capability
When people sign up/log in to the LivePreso Advice app with their Xplan credentials, we list any groups they're a member of (if they're a member of more than 1) so they can choose which one to use (which practice, etc):
However, each user must have the Administer Groups capability in Xplan in order to see identifiable names like above. Otherwise, they will see blank names or names that just display the Xplan group IDs, which make it impossible to work with:
While the capability is named Administer Groups, which makes the capability sound like something only an administrator should have, Iress describe it as follows:
User Groups are used in Xplan to allow different practices to operate within an Xplan site without one practice being able to access data or see information from other practices. That is, members of a group can only see other members of their group and only access clients within their group. This capability allows the user to view the users and clients within their group only. It does not allow the user to add or remove users from a group and does not effect whether a user can add or remove clients from a group. In most cases all users would have this capability.
View assumptions
Action: Ensure all users have the view_assumptions capability
We get the risk profiles from what Xplan calls the "assumption set" for the site (it contains the risk profiles, their names and descriptions). See section below for details.
In order for risk profiles to come through, users need permission to access those assumptions. This means they need the Xplan capability called view_assumptions. If they don't have that capability, they will not be able to retrieve the risk profile information, the risk profile slide will be turned off automatically, and they will see a debugging error saying "access denied".
It's a very common capability, so it should not be an issue for users to have it.
Xplan module access
Action: Ensure all users have access to the relevant Xplan modules. Specifically, IPS and/or WealthSolver, RiskResearcher
At least one user from each practice will need access to the relevant modules to retrieve the data for their clients.
Note: If a user (typically an adviser) doesn’t have access to a required Xplan module, but someone else in their practice does (like a paraplanner), the user with the access can create the preso, then hand it over to the other user to present or share with their client.
Also see: Understanding what Xplan data is required for each slide
Xplan site assumptions
Risk profiles
Action: Ensure all risk profiles and descriptions are set up correctly in your Xplan sites’s assumption set
The Risk Profile slide displays each client’s and partner’s risk profile:
The names of the profiles and their respective descriptions come from your Xplan site’s assumption set. You can find that in Xplan by going to:
Admin > Site > Assumptions > Risk profiles > Risk profiles
Or by searching for “Risk profile” in the Quick nav search box in Xplan.
As explained in the section above, users also need the view_assumptions capability in order to retrieve the risk profiles descriptions.