Advisory files, session notes, and project documentation for active Silver, Gold, and Platinum enrollments are kept in one secure place. Your access level is set by your enrollment, so you see exactly the materials your plan includes.
Credential recovery and account reconfiguration are handled by our support team. Reach out and we will verify your enrollment before changing anything.
Credential recovery
Lost or expired login details are reset after we confirm your enrolled email address and plan level.
Account reconfiguration
When your engagement level changes, we update your portal access to match your current Silver, Gold, or Platinum enrollment.
Verification steps
Support checks your identity against your organization's enrollment record before any account change is made.