Advisor Console account access and setup

If you have at least one client already on Ramp and you don't have access to the Advisor Console, you should ask a Ramp client to invite you in as their Accounting Firm. This will trigger an invitation to apply and get onto the Console.

Your client should just log into the Ramp app, go to Company > Accounting Firms in the navigation bar, click the yellow Invite Accounting Firm button and then enter in your email address. The email address will need to be associated with a work domain in order for the invitation to go through. (You can also send them this link with instructions).

You'll receive an invitation in your inbox, and should follow the instructions from there to set up your Advisor Console instance for your firm.

Once you've created an account, your client's Connection Request will show up in your new Advisor Console. You'll just need to accept it in order to gain access to your client's account.

Getting onto the Advisor Console - no Ramp clients

Otherwise, if you don't have at least one client on Ramp, getting access to an Advisor Console account requires you to get in touch with our Accounting Partnerships team. To connect with our team, go to this page.

Once you've signed up, our team will be in touch with next steps for onboarding to the console.

1. Invite in your staff to the Advisor Console. Go to the Team Members tab and click Invite Team or Bulk Invite. Learn more here.
2. Connect your Ramp clients. Go to the Clients tab and click Invite Existing Client. Learn more here.
3. Assign staff to the clients they need access to. You can choose what level of access they have: Admin, Bookkeeper or AP Clerk. Learn more here.