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Get started with your Corpay One Advisor account
Get started with your Corpay One Advisor account
Here you can find guides about setting up and using your Corpay One Advisor account.
3 articles in this collection
Written by
Mads
Your staff and coworkers
Importing staff to your advisor account
Here's all you need to know about importing staff members using a CSV file.
Written by
Mads
Updated over a week ago
Use access groups to give your staff access to client accounts
This article helps you understand how to use groups to manage your staff's access to clients' accounts.
Written by
Mads
Updated over a week ago
Advisor dashboard staff roles explained
This article provides an overview of the roles and permissions of the various staff members in your Advisor Dashboard.
Written by
Mads
Updated over a week ago