[Account Owner] How to Disable Advisor Account Emails
If your firm is using Closed SSO, Advisors will NOT receive a welcome email even if the setting is "on" in AdvicePay. Closed SSO will log in through the firm's portal instead of AdvicePay directly.
By default, advisors added to AdvicePay will receive pertinent email notifications around their account -- including when they're added or deleted.
If your advisors will be logging in to AdvicePay via single-sign-on (SSO) and don't need an invitation email or know when actions are being done to their account, you can disable all emails! Here's how:
1. Head to Firm Settings and select the Emails & Notifications tab:
2. Toggle on the Disable notifications to advisors when their accounts are created, changed, or deleted setting:
Disabling account emails will prevent advisors from receiving:
- Signup/welcome email (which enables them to set a password with AdvicePay)
- Existing login added email
- Account deleted email (sent when you delete an advisor from your firm account)
- Any other account updated emails