[Advisors] Adding/Removing Administrative Users to Your Account

Adding Admin/Analyst users Individually to AdvicePay:

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 Type of User:

• 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 reports (except transaction reports unless you are the Account Owner on the account). This user cannot see firm settings if you are an advisor under an enterprise firm, view billing bank information, change the company name, and/or delete the account if they are a Home Office Admin under the Account Owner.
• An advisor Analyst user can only view activity on the account (e.g. other admin/analysts, documents, clients, invoices, and subscriptions.). If you are the Account Owner, the analyst can then see transfers and export transaction reports. They cannot view firm settings, see billing bank information or make any changes.

5. Click Add

Note: You can change a user's access type by clicking the drop-down menu next to the Admin/Analyst, 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.