Assign staff members to clients

Overview

The Ramp Advisor Console is a product built for accounting firms, to help manage their clients and staff that are using Ramp. With the Advisor Console, you can securely manage your staff on Ramp and the clients that they have access to.

Assign staff members to clients

Once you have your staff members added, you'll want to assign them to specific clients in order to enable their access. (If you haven't yet added any clients, see Clients: add, invite, and connect).

There are two different ways to assign staff members: by the individual staff member or by client.

Assign the individual staff member

Go to the People tab and click the individual's name.
Then click Add [Name] to Clients.
Designate which clients you want the staff member to have access to and under which permission levels.
Then click Add to Clients. Once you do so, that staff member will be able to access the client(s) from their own Advisor Console.

Assign staff members by the client

This way of assignment is helpful if you want to add multiple staff to the same client.

Go to the Clients tab, and click on the client you want to assign your staff to.
Click Add team members if no staff members are assigned to the client, or Add if staff members are already assigned. Then add your staff under the roles you would like them assigned. You can add multiple team members at once to the same client.
Then, finish by clicking Add team members.

Once staff members have been invited to the Console and assigned to Client accounts, they can start directly working with Clients.

Remove access to a client

Go to the Clients tab and click on the relevant Client name.
Click the three dots next to the staff member's name, click Remove access, and then click Remove to confirm.