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  1. Ramp
  2. Guides by topic
  3. Advisor Console

Advisor Console

  • Assigning staff members to clients

    The Ramp Advisor Console is a product built for accounting firms, to help manage their clients an...

  • Offboarding from the Advisor Console

    I'm an accounting firm, and my client and I will no longer be working together moving forward. Ho...

  • 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...

  • Set up an authenticator device or change 2FA

    All Advisor Console accounts are enrolled in multi-factor authentication (also known as two-facto...

  • 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 ...

  • Advisor Console Overview

    What is the Advisor Console? The Advisor Console is a Ramp product built specifically for acco...

  • Advisor Console account access and setup

    Getting onto the Advisor Console - at least 1 Ramp client If you have at least one client alr...

  • Advisor Console roles and permissions

    The Advisor Console has 2 built-in roles to help accounting firms manage how their employees use...

  • Inviting staff to the Advisor Console

    Inviting staff members to the console Advisor Console administrators are responsible for inviting...

  • Connecting Ramp clients to your Advisor Console

    For Accounting Firms: Invite your client to connect, and accept their request In order to get co...

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