Advisor Console

• Advisor Console overview
• Advisor Console account access and setup
• Adding clients to Ramp
• Assigning staff members to clients
• Inviting staff to the Advisor Console
• Advisor Console roles and permissions
• Managing your Ramp Advisor Console connections
• Determining if your clients are properly connected to your Advisor Console
• Connect with your Accounting firm
• Managing client billing in Ramp Advisor Console
• How to set up an authenticator device or change 2FA for advisor console accounts
• Ramp Partner Academy: Overview and FAQs
• Understanding Ramp’s Partner Tiers
• Partner status, referrals and payouts
• Optimizing your profile on Ramp’s Accountant Directory