Advisor Console
-
Partner status, referrals and payouts
Tracking partner status Head to the the Partner Dashboard tab. There, you'll see what Partnershi...
-
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?
How to know if clients are not connected If you're an accounting firm that already had access to...
-
Set up an authenticator device or change 2FA
All Advisor Console accounts are enrolled in multi-factor authentication (also known as two-facto...
-
Connect with your Accounting Firm
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
Setting up your Advisor Console instance Set up your account in 4 quick steps: Invite in your...
-
Advisor Console roles and permissions
Advisor Console Roles The Advisor Console has 2 built-in roles to help accounting firms manage...
-
Inviting staff to the Advisor Console
Inviting staff members to the console Advisor Console administrators are responsible for inviting...
-
Adding clients to Ramp
Add a new client to Ramp: Prepare their application and refer them As of Sept 2023, partners on ...