[Account Owner] Firm-Wide Email Settings
Depending on the permissions granted here, an Office Manager for an office may be able to designate different settings for the advisors within their office.
Firm-wide email settings are managed at Firm Settings > Emails & Notifications.
Here you can manage email permissions for all advisors on the account, as well as add BCC recipients for all emails sent across your firm account (perfect for a central billing, compliance, or administrative person who needs global oversight).
To allow firm advisors on your account to manage their own messaging for their clients, toggle the Enable advisors to set custom message when sending emails to on.
When this setting is enabled, advisors will see the option to include a custom message on relevant client emails.
When this setting is disabled, advisors will not see an option to include a custom message. Messaging you set through Account Settings > Emails & Notifications will be used instead.
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!
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 the X button next to their email listing.
Firm Admin Users
By default we will notify Firm Admins (including the Account Owner) of Deliverable activity by sending individual, immediate email notifications and a daily summary email. You can elect to Just send a 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 with 30 days, becomes overdue, or an advisor completes an open deliverable to off.
By default we will also notify advisors directly when a deliverable assigned to them is due with 30 days, becomes overdue, or an open deliverable has been created for them. We will send individual, immediate email notifications and a daily summary email. You can elect to Just send a summary email to advisors by clicking its 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 30 days, becomes overdue, or an open deliverable has been created for them to off.
By default the Account Owner and their firm 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.
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!