How to Create an Advisor and Assign Them to Accounts
The Advisor field in BillFin is used to quickly sort or filter through each advisor's data. The following steps will walk users through how to both create an advisor and assign them to an account.
If you have many accounts needing an advisor assigned, please email support@billfin.com for assistance with uploading those assignments in bulk.
How to Create an Advisor:
- Click on the gear menu in the top right and select "Advisors"
- Click "Add An Advisor"
a pop up will appear
- Add the Advisor's name and integration id (rep code, master number etc....)
- Click "Save"
How to Assign an Advisor to an Account in BillFin:
- Navigate to the "Clients" page
- Hover over the pencil next to the client and click "View Client Details"
a slideout window will appear
- Click the pencil next to the account needing an advisor
another slideout window will appear
- Click the drop down arrow in the "Advisor" field and select the desired advisor
- Click "Save" at the bottom
