Managing clients and team members in the Advisor Portal

The Advisor Portal gives accounting firms and bookkeepers the tools to easily manage clients and collaborate with teammates. This guide walks through how to use the Clients and Team pages to organize access and assign the right permissions.

Clients page

The Clients page is the homepage of the Advisor Portal. From here, you can manage the clients who use your services. It allows you to:

• Add and view your clients
• View balances and money movement
• Download account statements in bulk
• Access client dashboards

Adding a new client

Only Advisor Portal Managers (you can read more about Advisor Portal roles below) can add new clients. To do so:

1. Click Add a Client
2. Enter the email address of an Admin on your client’s Mercury account
   • Not sure which email to use? Confirm with your client directly
3. The client admin will receive an email prompting them to approve your request 

By adding a client, you’ll gain access to their account once they approve your request and assign the appropriate permissions and access levels.

Getting approved by a client

1. The client Admin will receive a notification via email and on their Team page prompting them to review the request
2. By accepting the invite, the Admin is inviting Advisor Portal Managers to their organization
3. Admins will assign Portal Managers permission levels and account access  
4. Once approved, the organization will appear on your Clients page, and you’ll gain access to their dashboard. You’ll also be able to extend similar access to other members of your team 
    

Team page

The Team page is where you manage your firm’s users and their assignments to client accounts. It’s designed to help teams collaborate effectively while maintaining appropriate levels of access.

Adding a team member

To add someone to your team:

1. Click Add Team Member
2. Enter their name, email, and select a role. The Advisor Portal offers two roles:
   • Manager: Can view all clients, add or remove staff, and assign staff to clients on behalf of clients
   • Staff: Can only view their assigned clients and other team members

Once invited, the team member will receive an email to create their account and join the Portal. 

Managing team assignments, roles, and permissions

Managers can update roles, adjust access, or remove a team member from the Portal at any time.To manage a team member:

1. Go to the Team page
2. Click the vertical ellipsis (⋮) next to their name
3. Choose from the following options:
   • Edit role: Change their Portal role
   • Remove from client: Remove them from a specific client’s account
   • Assign to clients: Assign team members already part of a client to new clients 
   • Edit permissions in client: Adjust their level of access within a client account
   • Remove from accounting firm: Remove them from the Advisor Portal entirely
      

Assigning new team members to clients

Once a team member has joined the Portal, Managers can assign new members to clients. Here’s how:

1. Go to the Team page
2. Hover over the unassigned team member and click Assign to Clients
3. Select one or more clients and choose their role (e.g., Bookkeeper or Custom User)
4. Click Finish to save the assignment

Once assigned, the team member will have access to those clients’ dashboards and account information, based on the permissions they've been granted.