Adding Administrative Users to Your Account

Adding users to an account is available on Professional and Enterprise plans only. Only Account Owners and Full-Access Advisors can add users. More information on our plans can be found here.

1. Under the  Accounts menu option, choose Admins:

2. Click the  Add Admin button in the upper right hand corner:

3. Enter the user's Email, First Name, and Last Name

4. Select the Advisor they will be paired with and the Type of User

  • An Admin user can do everything the account owner can do, such as invite clients, request payments, cancel invoices, delete clients, and export transaction reports. This user cannot view billing bank information, add/delete Admin and Analyst users, change the company name, and/or delete the account. 
  • An Analyst user can only view activity on the account (e.g. clients, invoices, and transfers), as well as export transaction reports. They cannot view the billing bank information or make any changes.

Important: If you would like to create an Admin (Home Office), just select the Account Owner from the Advisor drop down menu. Admins added for Advisors that are not the Account Owner will be listed as a regular Admin for that specific Advisor only.

5. Click Add

Note: You can change a user's access type by clicking the drop down menu next to the Admin/Analyst, choosing Edit Profile, selecting a different role, and confirming the change by choosing Save:

To delete a user and revoke their access to AdvicePay, simply follow the steps above, but choose Delete Admin.

Permissions:
  • Admin (Home Office) are able to add/delete or edit any Admin/Analyst for an Advisor. They cannot add/delete or edit another Admin (Home Office).
  • Admin for an Advisor only can add/delete or edit any Admin/Analyst for their Advisor specifically. They cannot view, add/delete or edit any Admin (Home Office).
  • Analyst for an Advisor only can view Admin/Analyst for their Advisor specifically. They cannot view, add/delete or edit any other Admin/Analyst or Admin (Home Office).

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