How to Disable Advisor Ability to Create and Delete Clients
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 Enable advisors to create clients setting
Account Owners, Full Access Advisors, and Admins will now be the only users able to both create and delete clients in AdvicePay.