Client Administration Guide for Vantage Pro

Overview

This guide is intended for Client Administrators responsible for managing users, roles, categories, and tags within the Vantage Pro platform. Administrator access is required to perform the actions described in this document.

User Administration

Setting Up a New User

Once your account is provisioned by NPI and at least one Administrator has been enabled, you can manage user access and permissions within Vantage, including assigning additional Administrators.

To create a new user:

1. Hover over your initials in the top-right corner of the screen.
2. Select Account Settings from the dropdown menu.
3. Click Users.
4. Select Add User.

From the Add User modal:

• Enter the user’s First Name and Last Name
• Enter the User Name (email prefix before the @)
• Select the appropriate email domain
• Assign one or more roles
• Check Activate User
• Click Add User

If multiple email domains are required, contact your Client Success Manager or email support@npifinancial.com to configure them.

Available User Roles

Available roles include:

• Account Administrator
  Can manage account settings and administer user access.

• Vantage Basic
  Full Create/Edit/Delete access to Vantage Basic features.

• Vantage Basic (Read-Only)
  View-only access to Vantage Basic features.

• Vantage Pro
  Full Create/Edit/Delete access to all Vantage Pro features.

• Vantage Pro (Read-Only)
  View-only access to Vantage Pro features.

Once created, the user will appear in the user list. If they do not appear immediately, click Refresh.
The user will receive a system-generated email with password setup instructions.

Deactivating a User

If a user no longer requires access to Vantage Pro, their account can be deactivated.

To deactivate a user:

1. Navigate to Account Settings → Users
2. Locate the user in the list
3. Select Update User Record from the Actions column
4. Uncheck Active User
5. Click Update User

The user will be immediately deactivated and will no longer be able to access the platform.

Category Administration

Overview

Categories allow Administrators to organize and analyze deal information according to business needs. Categories consist of:

• Parent Categories
• Subcategories
• Optional Product Categories

Creating Custom Categories

To create custom categories:

1. Hover over your initials in the top-right corner
2. Select Account Settings
3. Click Categories
4. Select Get Started
5. Click Add New Category

When creating a category:

• Parent Category is required
• Subcategory is required
• Product Categories are optional

You can add unlimited subcategories to a parent category.

Managing Custom Categories

From the Category Management screen, Administrators can:

• Add new categories, subcategories, and product categories
• Edit existing categories
• Delete categories

To modify a category, expand the category and select the appropriate add, edit, or delete option.

Deleting Categories

To delete a category:

1. Expand the category
2. Click Delete Category

Important:
Deleting a category will permanently remove:

• The category
• All associated subcategories
• All associated product categories

This action cannot be reversed and will remove the category from all associated deals.

Using Categories

Assigning Categories to Deals

Categories can be assigned in two ways:

1. Request a Benchmark Report

   • Click Add Categories
   • Select a parent category, subcategory, and product category (if applicable)

2. Deal Details

   • Categories can be viewed and managed from the Deal Overview tab

Users with permission to edit deal metadata can add, edit, or remove assigned categories.

Filtering by Category

Categories can be used for filtering in:

• Smart Calendar
• All Submitted Deals

Filtering options include:

• Filter Smart Calendar by Category
• Filter Submitted Deals using the Categories column header

Tag Administration

Overview

Tags provide an additional method for organizing and filtering deal data across Vantage Pro. Tags can be applied during submission or added later from Deal Details.

Creating Tags

To create tags:

1. Hover over your initials
2. Select Account Settings
3. Click Tags
4. Select Get Started
5. Click Add Tag

Administrators can:

• Define tag names (up to 32 characters)
• Assign colors
• Control whether users can create their own tags

Managing Tags

To edit or delete a tag:

• Locate the tag in the Tag Management library
• Select the appropriate action icon

Important:
Deleted tags will be removed from:

• Smart Calendar
• All Submitted Deals

This action cannot be reversed.

Only Administrators can edit or delete tags, including those created by other users.

Need Help?

If you have questions or require assistance, contact:

support@npifinancial.com