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

Advisor Console

  • Understanding Ramp’s Partner Tiers

    Overview Ramp’s Partner Tiers program recognizes and rewards the partners who help clients get t...

  • Managing client billing in Ramp Advisor Console

    Ramp’s client billing feature allows partners using the Advisor Console to easily manage all Ram...

  • Advisor Console overview

    Overview The Advisor Console is a Ramp product built specifically for partners. ​ The Adviso...

  • Adding clients to Ramp

    Overview As of Sept 2023, partners on Ramp's Advisor Console can start and fill out a Ramp Finan...

  • Inviting staff to the Advisor Console

    Overview Advisor Console administrators are responsible for inviting their team to the Console. T...

  • Advisor Console roles and permissions

    Advisor Console Roles The Advisor Console has 2 built-in roles to help accounting firms manage h...

  • Advisor Console account access and setup

    Overview This article explains how you can get access to the advisor console and also answers so...

  • Connect with your Accounting firm

    Jump to: Checking and changing your Accounting Firm's access to your account Revoking access Vie...

  • Assigning staff members to clients

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

  • Managing your Ramp Advisor Console connections

    Overview The Ramp Advisor Console is designed to streamline the management of client accounts for...

  • Partner status, referrals and payouts

    Overview This article covers the basics of partner status, referrals, and payouts.   How to track...

  • Ramp Partner Academy: Overview and FAQs

    Overview The Ramp Partner Academy is available for partners who have signed up and onboarded to R...

  • Optimizing your profile on Ramp’s Accountant Directory

    Overview As a trusted accounting partner, your Ramp Accountant Directory profile is your first ch...

  • 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 ...

  • 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 ...

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