Client Mode (Client Scenario/Edit) allows a client to create and edit their own scenarios in the portal without changing advisor-created scenarios.
What the client can change
With Client Mode, a client can create a client-side scenario and use its available controls to explore alternatives. They can save changes to scenarios they created.
Advisor-created scenarios remain locked from client editing. The advisor decides which of those scenarios the client can see.
Client Mode and dashboard access
Client Mode is separate from:
Basic Financial Dashboard (Goals Only)
Full Financial Dashboard (Goals/Charts Only)
Those grants provide the viewing experience named in the access option. They do not automatically provide client-side scenario editing.
Before granting Client Mode
Use Client Mode only when the client should be able to explore client-created scenarios. Review the scenario access and other services granted to the client.
Configure the client's available portal services before relying on Client Mode access.
A client-created scenario is exploratory until the advisor reviews the relevant information and planning choices.