Admin and Access
Subscription Management
Purpose This article explains how to subscribe to Magnifi, manage subscription details, view your subscription, and delete a subscription. The process differs for businesses and advisors. When to Use Use this guide when you need to: Subscribe as a ...
Organisation - View Audit History
Purpose This article explains how to use the Audit feature in Magnifi. The audit shows activity per user within an organisation, helping you review changes and maintain transparency. When to Use Use the Audit feature when: You want to review activity ...
Manage Passwords
Purpose This article explains how to manage passwords in Magnifi. You can reset or re-invite users, change your own login password, and set a password for an organisation. When to Use Use these steps when: You need to re-invite an existing user to ...
Users - Add and Manage
Purpose This article explains how to add and manage users in Magnifi. The process depends on whether you are adding a user to a single organisation (e.g. business owner) or adding a user within an advisory firm who needs access to multiple ...
Lock Periods
Purpose The Lock Periods feature helps keep your data accurate and secure. Once a month is locked, no further changes can be made to that period. Locking also tells Magnifi that the month is finalised and the dashboard will automatically default to ...