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. Go to Firm Settings > Company

2. Scroll down to Admin Users and select Add Account:

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

4. Select 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.

5. Click Add

Note: You can change a user's access type by clicking the Admin/Analyst drop down menu under Role, selecting a different role, and confirming the change:

To delete a user and revoke their access to AdvicePay, simply click the trash can icon đź—‘associated with their name entry! 

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