Back Home > Advisor View > User Security and System Settings > User Management > Manage General and Billing Permissions
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Home > Advisor View > User Security and System Settings > User Management > Manage General and Billing Permissions
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Manage General and Billing Permissions
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Administrators can set logos for anyone who has access to Advisor View. Managers can also set a report theme for employees who don't have permission to access report theme settings, and clear a user's security answers if your firm is using dual factor authentication and they have forgotten their answers.
Administrators can also use the Billing tab to designate which users are available for payout distributions.
To assign a logo for a user:
On the Setup menu, click User Management.
In the Manage list, click Users.
Click Edit for the user you want to assign a logo for.
In the Available Settings tab, select an option in the Logo list.
This sets the logo that displays in Advisor View. The logo will be visible after the client logs out and signs back in.
Click Update.
Click Save.
To assign a site theme for a user:
On the Setup menu, click User Management.
In the Manage list, click Users.
Click Edit for the user you want to assign a logo for.
In the Available Settings tab, select an option in the Site theme list.
Click Update.
Click Save.
If a user from your firm forgets the answer to one of their security questions or repeatedly enters the wrong code and gets locked out, you can clear the answers. They can then log in, setting up new questions and answers.
To clear a user's security answers:
On the Setup menu, click User Management.
In the Manage list, select Users.
Click Edit for the user whose answers you need to clear.
Select Reset dual factor authentication settings.
You must have dual factor authentication enabled to see this option.
Click Upload.
Click Save.
Payout distributions can be added at the account level and, optionally, at the user level. They are used to keep track of where revenue goes within your firm. With payout distributions, you designate how much of the revenue from the billed amount goes to the advisor, the firm, a third party like the custodian, or any other recipient. Then you can view the resulting revenue data in the dynamic Firm Revenue report.
This section discusses user-level payout distributions. To learn more about account-level payout distributions, see Maintaining Accounts: The Billing Settings Panel.
To learn more about why you would set up payout distributions on the account level versus on the user level, see Setting Up Payout Distributions.
If you already have payout distributions designated at the account level, both the account and user level percentages will be applied. For more information, see Setting Up Payout Distributions.
To set a user's payout percentage:
On the Setup menu, click User Management.
In the Manage list, select Users.
Click Edit for the user who you want to set payout distributions for.
Click the Billing tab.
Under Available Settings, edit the desired settings.
| Setting | Details |
|---|---|
| Available for Payout Distribution | This setting adds the user to the Payee list in the payout distributions section of an account's Billing settings. |
| Payout Start Date |
This setting lets you determine when the payout distribution for the specific account will take effect. NoteBy default, 100% of the payout distributions are set to the user from inception. When you designate other payout percentages by adding rows, the user's payout is adjusted according to the date and percentage indicated in each row. |
| Payout Percentage |
This setting allows you to designate the percentage value the payee will receive based on the total management fees attributed to the payee after the firm’s payout. The percentage attributable to the firm will be the remainder. |
| Add Row |
This button allows you to add a new payout percentage row for that user. |
| Remove | This link removes the row. |
Click << Update.
Click Save.
