[Account Owner] Firm-Wide Email Settings
Depending on the permissions granted by the main Home Office, an Office Manager for an office may be able to designate different settings for the advisors within their Office.
The Account Owner and Home Office Admins can edit most firm settings.
In this article:
Firm-wide email settings are managed at Firm Settings > Emails & Notifications.
Here you add a legal disclosure to emails, as well as control CC and BCC recipients for all emails sent across your firm account, but also for Advisors to add them to their accounts as well (perfect for a central billing or administrative person who needs global oversight).
Custom messaging
When this setting is turned "on" it allows advisors to set a custom message when sending emails.
Email Disclosure
Add a legal disclosure to the bottom of all emails sent across the firm. (There are no hard character limits.)
If desired, you can allow advisors to set their own disclosures for their assigned client emails (overriding anything set at the firm level). To do this, toggle the " Enable advisors to write their own disclosures" button right (green) to on!
Advisor account emails
When this setting is turned "on" it will disable notifications to advisors when their accounts are created, edited or deleted.
Recipients
To add a BCC email to receive all emails sent across the firm, enter the email in the box and click Add Recipient.
To remove a BCC recipient, click to the right on the X and it will remove the email listing.
Allow Advisor CC and BCC
Turning on these settings allows advisors to add recipients as a (cc) carbon copy to receive and a blind carbon copy to notifications in their account settings.
Users
This setting allows for the Home Office to receive a daily report detailing Advisors that have been deleted or when advisors' permission levels have been updated.
Deliverables
Admin Settings
By default, we will notify Firm Admins (including the Account Owner) of Deliverable activity by sending individual email notifications and a weekly summary email. You can elect to just send a weekly summary email by clicking its radio button.
You can also add additional email recipients by entering the email and clicking Add Recipient. (They do not need an AdvicePay account!)
If you don't want Firm Admins/the Account Owner/additional users notified at all, toggle Notify admins directly when a deliverable is due within 45 days or becomes overdue to the off position (grey).
Advisor Settings
By default, we will also notify advisors directly when a deliverable assigned to them is due within 45 days or becomes overdue. We will send individual email notifications and a weekly summary email. You can elect to just send a weekly summary email to advisors by clicking the radio button.
If you don't want Advisors notified at all about Deliverables assigned to them, toggle Notify advisors directly when a deliverable assigned to them is due with 45 days, becomes overdue to off.
Note: Summary emails are sent at 4pm ET/2pm MT during Daylight Savings Time and at 3pm ET/1pm MT during Standard time. Deliverables created after this time will be included in the next day's summary email.
Approvals
By default, the Account Owner and the Home Office Admin users will receive both an immediate individual notification when an invoice/subscription is submitted, as well as a batch daily summary of approvals needed.
Admin Settings
Managing your current settings is available under Approvals > Admin Settings. You can select Send individual email notifications and a summary email or Just send a summary email.
Options selected here apply to both the Account Owner and their Firm Admins!
Note: Daily summary emails are sent at 4 pm ET/2 pm MT during Daylight Saving Time and at 3pm ET/1 pm MT during Standard time. Invoices/subscriptions submitted for approval after this time will be included in the next day's summary email.
eSignature
When documents are voided by the Home Office Admin or the Account Owner, there is an email that will be sent to let the Advisor know.
This setting is "on"(green)it will notify advisors when a document is voided by the account owner or a home office admin.
