Advisor Console
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Assigning staff members to clients
The Ramp Advisor Console is a product built for accounting firms, to help manage their clients an...
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Offboarding from the Advisor Console
I'm an accounting firm, and my client and I will no longer be working together moving forward. Ho...
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How do I know if my clients have been connected?
If you're an accounting firm that already had access to Ramp client(s), and then onboarded to the...
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Set up an authenticator device or change 2FA
All Advisor Console accounts are enrolled in multi-factor authentication (also known as two-facto...
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Connect and configure your accountant's access
Connect with your Accounting Firm If you're a Ramp customer and you want to get your accounting ...
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Advisor Console Overview
What is the Advisor Console? The Advisor Console is a Ramp product built specifically for acco...
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Advisor Console account access and setup
Getting onto the Advisor Console - at least 1 Ramp client If you have at least one client alr...
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Advisor Console roles and permissions
The Advisor Console has 2 built-in roles to help accounting firms manage how their employees use...
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Inviting staff to the Advisor Console
Inviting staff members to the console Advisor Console administrators are responsible for inviting...
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Connecting Ramp clients to your Advisor Console
For Accounting Firms: Invite your client to connect, and accept their request In order to get co...