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

Give staff access to client accounts

This article explains how to use access 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