[Account Owner] Admin Attributes
Whether you're seeking an easier way to manage Admins across all of your various systems or you simply want to easily access extra information on Admins within your AdvicePay account, help your firm stay organized by assigning unique admin profile properties!
These attributes are only seen by you, other Full Access Advisors, and Admin/Analyst Home Office users on your account. (Standard advisors, Read Only Advisors, and clients do not see it.)
If an Admin profile has attributes like an Admin ID (aka external ID), tag, etc., they will display in the following areas unless designated as "Protected."
By default, the Admin ID field will be enabled. This default property:
- can be edited to describe an attribute different than "Admin ID"
- can only be a Text field
- can be disabled by toggling the button to off
- contains populated information that is always editable by users with access to your Firm Settings (e.g. Admins and Full-Access Advisors)
- cannot be permanently deleted
- cannot be a "Protected" field (populated information will always display in-app and in reports)
Setting up Attributes
Admin user records now have an Admin ID (external ID) property, allowing firms to associate a unique ID from another system (like a CRM) in the AdvicePay database. The Admin external ID field can be set as a required field and is accessible via API as well.
To set this Admin ID (external ID) up for an Admin navigate to Firm Settings > Admin to access attributes you can add to an admin profile. Currently, the Admin ID is unable to be deleted but can be turned off, edited, and made required if needed:
To edit, click on Edit at the bottom right in blue. Below is what you will be able to edit and make required if needed:
Assigning Attributes to Admin
Assigning an attribute can be done when you add an advisor, or it can be added/edited anytime by going to Accounts> Admin> Edit profile.
Simply add, edit, or remove the information entered in the attributes field(s):
Lastly, click Save to ensure the information is saved to the Admin profile.