2/24/2020


Admin users can now see how many credits the Financial Planners under them have spent by clicking on the "Admin" link at the top of the page and then choosing the "Usage Summary" link inside the grey "Remaining Credits" box on the left-hand-side of the page.


The new Credit Usage Summary shows how many credits have been used by which Financial Planners and can be filtered by date.






What the new Usage Summary looks like: