Advisor Basecamp
For Advisors to manage Staff and Clients
Manage Staff and Clients in Advisor Basecamp
Welcome to Advisor Basecamp.
Sumday is built by and for advisors.
Accountants, bookkeepers and GHG professionals, you said you wanted:
✅ To see all your clients who are carbon accounting in Sumday in one place
✅ The ability to jump into their files to provide your services with ease
✅ A place to manage staff permissions
✅ The ability to allocate staff to client files
We hear you loud and clear and that's exactly what we’ve designed Advisor Basecamp to be.
👀 Keep your eyes peeled for more features in Basecamp to help you efficiently manage you carbon accounting practice! Any feedback or suggestions, just give us a shout at support@sumday.io.
Navigating to Advisor Basecamp
Advisors can navigate there from the organisation drop down menu in the top left corner of the main Sumday portal. Upon logging in, each user will have access to a ‘Demo Organisation’.
Managing staff
Invite Team Members
How do I add employees to our firm’s account?
Follow the below instructions to add Advisor Users to your advisor subscription.
- Go to Staff and click the Invite Staff button in the top left corner.
- Enter their name, email, and select the appropriate role. See ‘Staff roles and permissions’ for which roles to assign.
- Invited members will be sent an email asking them to join your Sumday account.
- 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.
- 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.
- If you’re having trouble inviting team members, you may have reached your user seat cap (based on your Advisor Tier plan), please reach out to support@sumday.io.
Staff roles and permissions
There are 3 roles available, each with different access and ownership rights.
Owner | Full access and Ownership Rights - There is only 1 owner for each advisor organisation. The owner can manage the firm’s subscription and will have all other access permissions available to Administrator and Advisor users below. The owner can transfer the owner role to another user by reassigning the role within Advisor Basecamp. |
Administrator | Full Access other than Ownership Rights - Able to add and remove staff members. Able to edit staff member details. Able to assign administrator and advisor role access to other staff members. All other access permissions available to advisor users below. |
Advisor | Sufficient Access for Most Staff - Can view and access the Sumday business portal for all clients that staff member has been assigned to. |
Removing staff
Follow the below instructions to remove Advisor Users from your advisor subscription.
- Go to Staff and click on the … on the right hand side of the selected staff
- Click Remove staff member
Assigning Staff to Organisations (Client Files)
How do I add staff to a client’s accounts?
Click on the staff members name and assign to an organisation from the staff members individual user profile or go to the organisation and assign staff from there.
Assigning staff from Organisations
Manage Organisations
If you are setting up your client in Sumday, you need to create an account for them.
To do this, you need to go into your Sumday account and select Add new organisation + (soon you will be able to do this within Basecamp).
Follow the prompts to create the account.
Users will have a 30 day free trial, you can either provide the credit card details for the account yourself and bill your clients or your clients can subscribe directly, they will simply need to select upgrade in the account before the trial ends and enter their card details.
In Organisations, you will see a list of your clients and you can:
- Navigate to the client’s Sumday account from Basecamp
- View and copy the contact email for the client
- View the subscription tier and status
- See staff assigned to that client
Last updated on September 4, 2024