[Account Owner] How to Disable Advisor Ability to Create and Delete Clients

By default, advisors with billing permissions in AdvicePay have the ability to create and delete clients. If your firm needs more control over this (e.g. you may need to lock down client profiles in order to sync correctly with a CRM), you can do this! 

Here's how:

1. Head to Firm Settings and select the Client tab:

2. Toggle off the Enable advisors to create clients setting:

Account Owners and their Firm Admins will now be the only users able to create and delete clients in AdvicePay.

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