Advisors
Advisors are Buddy users who manage several clients on Buddy. These may be accountants, payroll bureaus, bookkeepers, or others who provide payroll services.
By having an Advisor account, a new menu is unlocked that allows to bureau features such as team and client management.
Advisor Portal
When clicking on the advisory name on the top menu, you will be linked to the Advisor Portal. You will notice a different left-hand menu, which has a purple background.
From the menu settings, you can access features such as:
- Bureau Dashboard
- Client List to access client accounts
- My Team to add or remove team members
- EverRoll™ for Automated Payroll
- Report Packs
- Settings and Billing Information and History