Get started with your Corpay One Advisor account
Here you can find guides about setting up and using your Corpay One Advisor account.
4 articles
- Importing staff to your advisor accountHere's all you need to know about importing staff members using a CSV file.
- Give staff access to client accountsThis article explains how to use access groups to manage your staff's access to clients' accounts.
- Advisor dashboard staff roles explainedThis article provides an overview of the roles and permissions of the various staff members in your Advisor Dashboard.