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Each person in your firm has their own sign-in. Go to Settings, then Team.

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Roles

Everyone can open every settings page. Only admins can change settings. Only admins can see billing.

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Invite people

1

Open the invite

Select Invite people.
2

Enter their details

Enter their Email address and choose a Role.
3

Send

Select Send invite. They get an email with a link to join the firm.
Only admins can invite people.

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The team list

The list shows each person’s name, email, role and how many clients they look after. Use All, Active and Invited to filter, or Search people.

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Open invitations

An invitation shows Waiting to join until the person accepts. Open its ”…” menu to:
  • Resend invite: emails the invite again.
  • Revoke invite: the link sent to them stops working.

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Change a role

Admins pick Admin or Member in the person’s Role column. The change applies straight away.

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Remove someone

Open the person’s ”…” menu and select Remove from firm, then Remove. What happens:
  • They can no longer sign in to this firm.
  • Apps they connected stop working.
  • API keys they made stop working.
  • Their clients stay with the firm.
You can’t remove yourself.
A firm needs at least one admin. To remove or change the role of the last admin, make someone else an admin first.

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Your profile

Go to Settings, then Profile.
  • Photo: select Upload photo. Use a PNG or JPG, at least 200 by 200 pixels. It shows beside your name across Advisor.
  • Name: how your team and your clients see you. Select Save changes.
  • Email: this is how you sign in.
  • Role: shown for reference. Admins change roles in Team.
  • Sign-in and security: select Manage sign-in to change your password, your sign-in email and two-step verification.

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More than one firm

You can belong to more than one firm. Open the account menu at the bottom of the sidebar to switch firms, or select New firm to set up another.