Adding clients to Ramp

Add a new client to Ramp

• Log into the Console and then click the "Add a client" button in the top right hand corner. This is on your Clients tab.
• Click "Refer a new client to Ramp."
• Enter in your client's email and then indicate which roles you'd like to have with your client - Administrator, Bookkeeper & AP Clerk, or just AP Clerk. Click the green Invite client button.
• Your client will receive an email inviting them to apply to Ramp, and you'll be able to track their status in the Pending Clients drawer. You can also see all referrals you've made in the Partner Status tab.

• As your client onboards to Ramp, they will be prompted to Connect with your firm. Assuming they don't skip this step, you'll see a connection request show up in your Console and will just need to Accept in order to get connected.
• Add yourself, or assign the relevant staff to the client. You're all set!

Connect with clients already on Ramp

• Log into the Console and then click the "Add a client" button in the top right hand corner. This is on your Clients tab.
• Click "Connect with a client already on Ramp."
• Indicate which roles you'd like to have with your client - Administrator, Bookkeeper & AP Clerk, or just AP Clerk, and then enter in your client's email. Click the green Send Invite Email button. (If you need to connect with a bunch of clients already on Ramp, you can also copy the link and use that instead)
• When the client clicks on the link sent via email, it will take them directly to the Invite an Accounting Firm section of their Ramp accounts. Below is what that will look like from the client's perspective.

• Once the client sends the invite, you'll see it in your Console, where you just need to accept it to finalize the connection. This should take your client less than a minute, making the connection process simple as possible for them. 

What email should the Ramp customer input when they invite their Accounting Firm?

• The client can input any email with a domain matching that of your firm domain, and we will forward the Connection Request to all Console Admins within your Advisor Console.
• E.g., if your firm is ABC Accounting Firm, with email addresses ending in @abcaccounting.com, so long as the Ramp customer sends a Connection Request to a matching email domain, it will get forwarded to the associated Advisor Console Admins.
• This way, even if a customer is attempting to connect with a non-Admin (e.g. their AP Clerk or accountant), an Admin within the Console account will still have the responsibility of accepting or rejecting the Connection Request and provisioning access to the account to other staff members in the Console. This keeps your Advisor Console as secure as possible.