Adding/Removing Administrative Users to Your Account
Adding users to an account is available on Professional and Enterprise plans only. Account Owners, Home Office Admin, and Full-Access Advisors can add users. More information on our plans can be found here.
In this article:
Adding Admin/Analyst users individually to AdvicePay
Note that adding an Admin or Analyst to the Account Owner's name will make them a Home Office Admin with privileges to oversee all of the firm's users.
When adding an Admin or Analyst, be sure to select the Advisor they will be paired with and the Type of User. Please see the privileges below the interactive screen for types if you are unsure.
Click on the interactive screen and follow along to add an Admin or Analyst. Please note that
Permissions:
- Admin (Home Office under the Account Owner) can add/delete and edit any Admin/Analyst for an Advisor if needed in the firm. Admin can also view and export reports, but cannot see firm settings, view billing bank information, change the company name, and/or delete the account.
- A Home Office 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.
- An Advisor Admin canonly can add/delete or edit any Admin/Analyst for their Advisor specifically (only if the firm allows Advisors to add Admins). They cannot view, add/delete, or edit any Admin (Home Office).
- An Advisor Analyst can only view Admin/Analyst for their Advisor specifically. They cannot view, add/delete or edit any other Admin/Analyst or Admin (Home Office).
Adding Admin/Analyst users via .CSV in Bulk to AdvicePay
To get started and upload more than one Admin or Analyst to the AdvicePay account, head over to the left sidebar and click on Admins.
Next, click Import:
When clicking Import, you will be presented with a page below, click on the Download Admin Import Template to download the .csv file.
The file will show the below fields with certain items required:
- First Name (required)
- Last Name (required)
- Admin Email (required)
- Parent Advisor Email (required)
- Admin Type (required)
- SSO ID (optional)
- Disable Direct Login (optional)
Fill in these areas to add the Admins or Analysts, then when ready, click Import, and upload to the same screen as before in the grey box to Drag and drop .CSV here to upload:
Once updated, you will see a screen similar to the one below that the number of Admins or Analysts were detected:
Next, click Review & Import. It will prompt you to the below where you can leave them all selected for import, or deselect those not needed. When done, click Import Selected.
Once added the new Admins and Analysts will show under their parent Advisors and receive an email that they were added to AdvicePay. From the email, they can then create a password and log in to AdvicePay.
Removing Administrative Users
To delete a user and revoke their access to AdvicePay, simply head to Accounts >admins in the left side bar.
Locate the Admin to be removed and use the dropdown arrow on the right to click Delete Admin.
