How to Disable Advisor's Ability to Create, Edit and Delete Clients
This feature is only available on Professional and Enterprise plans. Read more about our plans here!
By default, Standard advisors in AdvicePay have the ability to create and delete clients. If your firm needs more control, you can do this! Here's how:
1. Head to Firm Settings and select the Client tab
2. Toggle off the Allow advisors to create,edit and delete clients setting:
Account Owners, Full Access Advisors, and Home Office Admins will now be the only users able to both create and delete clients in AdvicePay.