[Account Owner] Advisor Permission Types

What are the differences between advisor Managing, Standard, Read Only, and No Login accounts?

  1. Account Owner -- manages all firm settings and data, including banking information. 
  2. Managing Advisor -- can see office data, including other advisor's clients, and can manage billing for their own or other advisors' clients. They cannot see or control the firm's settings, and cannot see or control an office's settings unless they are designated as its Office Manager. 
  3. Standard Advisor -- can see and manage billing for their own clients. They cannot see or control firm or office settings.
  4. Read-only Advisor -- has login access but can only view the status of their own assigned clients and payments. This is a good option if you want the advisor to be able to monitor clients and invoice activity, but not directly bill them.
  5. No-login Advisor -- does not have a login to view account activity. This is ideal for centralized billing and assigning clients to No Login Advisors for organizational purposes. These users can be added at no additional cost.
    • No-login advisors do not receive any email communication via AdvicePay.
    • The Account Owner is the BCC recipient for client notifications when the advisor has No-login permissions.
      • If there is an Office Manager they will be emailed for No-login advisors
      • The Account Owner is emailed for No-login advisors if the advisor's office doesn't have an office manager assigned to it.

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