[Advisors] Adding/Removing Administrative Users to Your Account
The ability to add Admins/Analysts is controlled by the primary firm's account on AdvicePay (aka your broker-dealer or "home office"), or by the Office Manager. This means it may not be available to you.
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 Admin'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 admins or analysts, inviting/deleting clients, requesting payments, canceling invoices, and exporting reports (except transaction reports).
- Advisor Admins/Analysts cannot see firm settings if you are an advisor under an Enterprise firm, view billing bank information, change the company name,/or delete the account.
- An advisor Analyst can 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.
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.
Permissions:
- Admin for an Advisor 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 at the firm assigned under the Account Owner).
- Analyst for an Advisor only can view Admin/Analyst and clients for their Advisor specifically. They cannot view, add/delete or edit any other Admin/Analyst or Admin for the Home Office located under the Account owner.
- Please note that account owners and their Home Office Admins can add/delete or edit any Admin/Analyst for any Advisor (if needed).
Removing Administrative Users
To delete a user and revoke their access to AdvicePay, simply head to Accounts >admins in the left side bar.
Locate the Admin to be removed and use the dropdown arrow on the right to click Delete Admin.
