Overview
Advisor Console administrators are responsible for inviting their team to the Console. This article breaks down how you can make individual invites and bulk invites and check the status of invites.
How to invite team members to the Advisor Console
Bulk invite
- Go to the Team Members tab
- Click the Bulk Invite button to invite all your team members at once. This works well when initially setting up your Advisor Console, and you have a lot of staff to onboard.
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Download our template and fill in a CSV or Excel file with your team members' emails and designated roles on the Console (User or Admin).
- To understand the difference between the two roles, go to Advisor Console: Roles.
- Upload your file and then click Send Invites. The team members will receive their invites directly in their email inboxes.
Invite individual user
You can also invite individual team members, one at a time.
- Go to the Team Members tab
- Click the Invite Team
- Select either Admin or User
- To understand the difference between the two roles, go to Advisor Console: Roles.
- Enter your staff member's email address
- Click Send Invites
Check Invite status
To check the status of pending invites, go to Pending Invites on the Team Members tab. Once the staff member has clicked through the invitation and set up a Console Account, they'll show up on your Team Members tab.
If an invite has expired (over 14 days have passed since it was initially sent), you'll also be able to see that here and have the option to re-send the invite.
What are your next steps? Please see the Assign staff members to their respective clients article.