[Account Owner] Adding Administrative Users to Your Account
In This Article:
You can add free Administrative users to the Enterprise firm account, as well as set permissions for your advisors regarding adding their own administrative users. Let's get started!
Important: Only the Account Owner has permissions for these two items
- Deleting the AdvicePay account and/or changing the subscription level (Firm Settings)
- Viewing and editing payment methods (Billing and Transfer Account)
To set permissions and allow Advisors to add their own Admins:
1. Go to Firm Settings > Company
2. Scroll down to Admin Users. Under Admin Accounts, toggle "Enable advisors to add their own admin" on or off depending on your desired permissions.
To set permissions and allow Advisors to choose their own Reviewer:
1. Go to Firm Settings > Advisor
2. Scroll down to General. Under Settings, toggle "Allow advisors to select their own reviewer" on or off depending on your desired permissions.
To add new Admins/Analysts/Reviewers for the Home Office or on behalf of another Advisor:
1. Under the Accounts menu option, choose Admins:
2. Click the Add Admin button in the upper right-hand corner:
3. Enter the user's Email, First Name, and Last Name
4. Select the Advisor they will be paired with and the Type of User
- A Home Office Admin (added under the Account owner only( user can do everything the account owner can do, such as invite clients, request payments, cancel invoices, delete clients, and export transaction reports. This user cannot view billing bank information, add/delete Admin and Analyst users, change the company name, and/or delete the account.
- An Advisor Admin can do most things the advisor can do in their account such as adding/removing other admin or analysts, inviting/deleting clients, requesting payments, canceling invoices, and exporting most reports (except transfer transaction reports). This user cannot see firm settings if under a standard advisor.
- A Home Office Analyst user can only view activity on the account (e.g. clients, invoices, and transfers), as well as export transfer/transaction reports. They cannot view the billing bank information make any changes or see firm settings.
- An Advisor Analyst user can only view activity on the account (e.g. other admin/analysts, documents, clients, invoices, and subscriptions.)They cannot view firm settings, see billing bank information, or make any changes.
- A Developer user can read or write and also has access to the API keys.
- A Home Office Reviewer user can only view, approve, or deny pending/archived Deliverables that are assigned to them for their approval. They cannot complete any other actions within their Reviewer account.
Important: If you would like to create an Admin (Home Office), just select the Account Owner from the Advisor drop-down menu. Admins added for Advisors that are not the Account Owner will be listed as a regular Admin for that specific Advisor only.
5. Click Add
Note: You can change a user's access type by clicking the drop-down menu next to the Admin/Analyst/Reviewer, choosing Edit Profile, selecting a different role, and confirming the change by choosing Save:
To delete a user and revoke their access to AdvicePay, simply follow the steps above, but choose Delete Admin.
Permissions:
- Admin (Home Office) are able to add/delete or edit any Admins (Home Office), Admins/Analyst for an Advisor or Home Office. They can also control some firm settings:
• Control if advisors can add their admins
• Managing eSign integrations
• For firms with SSO, manage the "Identity Provider Base URL" which allows AdvicePay users
to access AdvicePay via SSO from links within AdvicePay emails.
- An Advisor Admin only can add/delete or edit any Admin/Analyst for their Advisor specifically (only if the firm allows Advisors to add Admins). They cannot view, add/delete, or edit any Admin (Home Office)/Analyst users.
- An Advisor Analyst can only view Admin/Analyst for their Advisor specifically. They cannot view, add/delete or edit any other Admin/Analyst or Admin (Home Office).
- Developers can read and write as well as access the API keys
- Reviewers are only able to be added by the Account Owner. This permission level will not be an option for Advisors to select, even if they have been approved to add Admins/Analysts.
Adding an Admin, Analyst, or Reviewer in Bulk via .CSV File Import
To get started and upload more than one Admin, Analyst to the AdvicePay account, head over to the left sidebar and click on Admins.
Next, click Import:
When clicking Import, you will be presented with a page below, click on the Download Admin Import Template to download the .csv file.
The file will show the below fields with certain items required:
- First Name (required)
- Last Name (required)
- Admin Email (required)
- Parent Advisor Email (required)
- Admin Type (required)
- SSO ID (optional)
- Disable Direct Login (optional)
Fill in these areas to add the Admins or Analysts, then when ready, click Import, and upload to the same screen as before in the grey box to Drag and drop .CSV here to upload:
Once updated, you will see a screen similar to the below that the number of Admins or Analysts were detected:
Next, click Review & Import. It will prompt you to the below where you can leave them all selected for import, or deselect those not needed. When done, click Import Selected.
Once added the new Admins and Analysts will show under their parent Advisors and receive an email that they were added to AdvicePay. From the email, they can then create a password and log in to AdvicePay.