[Account Owner] How to Disable Advisor Ability to Create New Invoices, Subscriptions, and Documents

By default, advisors with billing permissions in AdvicePay have the ability to create new invoices, subscriptions, and documents. If your firm needs more control over this so that advisors can only add items to an existing Engagement via an API integration you've worked with us to set up, you can do this! 

Here's how:

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

2. Toggle off the Allow advisors to initiate new engagements setting:

This will result in the Create New button being hidden firm-wide (including for Account Owners and their Firm Admins). If your SSO request contains RelayState to deep-link the advisor into the payment request flow, then everything will work normally.