Advisor Console
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Advisor Console overview
Overview The Advisor Console is a Ramp product built specifically for partners. The Adviso...
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Adding clients to Ramp
Overview As of Sept 2023, partners on Ramp's Advisor Console can start and fill out a Ramp Finan...
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Inviting staff to the Advisor Console
Overview Advisor Console administrators are responsible for inviting their team to the Console. T...
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Advisor Console roles and permissions
Advisor Console Roles The Advisor Console has 2 built-in roles to help accounting firms manage h...
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Advisor Console account access and setup
Overview This article explains how you can get access to the advisor console and also answers so...
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Connect with your Accounting firm
Jump to: Checking and changing your Accounting Firm's access to your account Revoking access Vie...
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Assigning staff members to clients
Overview The Ramp Advisor Console is a product built for accounting firms, to help manage their c...
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Managing your Ramp Advisor Console connections
Overview The Ramp Advisor Console is designed to streamline the management of client accounts for...
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Partner status, referrals and payouts
Overview This article covers the basics of partner status, referrals, and payouts. How to track...
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Optimizing your profile on Ramp’s Accountant Directory
Overview As a trusted accounting partner, your Ramp Accountant Directory profile is your first ch...
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Determining if your clients are properly connected to your Advisor Console
Overview If you've been granted access to client accounts at Ramp and have transitioned to using ...
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How to set up an authenticator device or change 2FA for advisor console accounts
Overview Ramp's Advisor Console utilizes multi-factor authentication (MFA), often referred to as ...