Video: Using HQ to administer your users/practice

Last updated 6 December, 2023

Transcript

As a practice admin, LivePreso HQ is where you can manage and report on your practice.

You can get to HQ by opening the app’s main menu, and clicking to Open HQ in your browser. You can also just type in advice.livepreso.com/hq or save a bookmark of this page.

You log into HQ with your Xplan account, just like in the app. However, if you’ve come to HQ via the app you’ll already be logged in.

Your Account page in HQ starts with an overview of the licences you’ve bought and how you’ve assigned them. In this example, all 3 adviser licences have been assigned, and 1 of the 2 paraplanner licences.

You can manage your practices licences here. There are different ways to buy and pay for your licences, depending on how your dealer group or practice is set up, but this window will explain exactly how your situation works.

One of the first things you should do as a practice admin is to set up your practice’s branding, which will be used in all presos created by your team. You can also update the details at any time and all new presos will instantly use your updated info. The brand colour is the main colour used throughout presos, on titles and backgrounds.

If you ever need to reinstall the LivePreso Advice app, you can do so here—you’ll see whichever installer suits your computer.

You can invite teams members to join your practice by simply sharing the app install page with them. They’ll log into the app just like you did, and they’ll automatically use an available licence or, if none is available, you’ll receive a request to buy one.

You can manage your practice’s users here. You can change their licence type, or disable them altogether, which will free up a licence.

You can also control each user’s permissions here. Add custom slides allows users to make their own slides from the built-in templates, and to save them to their own slide library. The remainder of these roles should only be given to people you want to act as admins. HQ manager means they can log into HQ. The PresoManager permission allows a user to manage content on behalf of everyone in your practice, or teams if you’re using them. Presets manager allows a user to create what we call presets on behalf of your practice or teams. See the Creating and using presets video for more detail.

If you have a large practice or multiple offices, you can organise your users into teams, and create specific slides and presets for specific teams.

The Reports area lets you run a number of built-in reports on your practice’s—and your clients'—usage. Each report page explains how it works and provides a number of filters depending on the relevant data.