Inviting Staff and Assigning Staff to Client Accounts

How do you add team members to your account?

1. Go to Advisor Basecamp from the drop down menu in the top right (a new advisor experience is coming soon too!)
2. Go to Staff and click the Invite Staff button in the top left corner.
3. Invited members will be sent an email asking them to join your Sumday account.
4. Staff will only have access to a demo organisation account and Advisor Basecamp without edit rights, this is sufficient access for the Sumday Academy. If you’d like them to have access to your firm’s file or a client file, please see ‘Assigning Staff to Organisations’ further below.
5. If you can’t see the Invite Staff button, you may not have Administration level access, ask the owner of the account to give you this by selecting your name and updating the role.

Staff roles and permissions

There are 3 roles, each with different access and ownership rights.

Owner

Has full access and ownership rights within the advisor organization. Each organization has only one designated owner who can manage the firm’s subscription and access all permissions available to Administrators and Advisors. The owner role can be transferred to another user through Advisor Basecamp.

Administrator

Has full access, excluding ownership rights. Administrators can add and remove staff members, edit staff details, and assign roles (Administrator or Advisor) to other team members. They hold all access permissions available to Advisors.

Advisor

Has essential access for most staff needs. Advisors can view and access the Sumday business portal for all clients assigned to them, providing sufficient access to manage client relationships.

How do you remove staff members?

1. Go to Staff and click on the ‘…’ on the right hand side of the selected staff member
2. Click Remove staff member

Assigning Staff to Organisations (Client Files)

To assign a staff member to a client’s account:

• From Staff Profiles:
  1. Click on the staff member’s name in the Staff section.
  2. Assign them to an organisation from their individual user profile.

• From Organisations:
  1. Navigate to the Organisations section.
  2. Select the organisation and assign staff members directly from there.