Identifying A Member In The Employee Console

The Employee Console centralizes the programs integrated into the service process that Associates use each day. The programs include our Legacy Platform, Recurly, and Salesforce/Service-Cloud.

The AdvisoryCloud Employee Console provides a one-stop shop for our internal teams to view information about a member’s account and provide quick access to all of the different systems needed to manage the account.

Quick and Easy ways to Identify a Member in Employee Console

The Employee Console is the first place you should search when researching a customer.
Each customer record will have a label to showcase the customer type in the Search Results.

Legacy User is the Admin Edit Profile Page where you’ll go to make edits to a B2C Customer’s Public Profile.

Impersonate is where you’ll go to make edits to a B2B Customer’s Profile on their Digital Advisory Board.
Impersonate is where you'll go to see all of the Boards the Advisor is currently on.

Watch the 15 minute video below to see how easy it is to Identify a Member in Employee Console!

Identifying A Member In Employee Console.mov

Employee Console Definitions

B2B & B2C (Advisors & Companies)

Contact Information

This is where you will find the email address associated with the customer's login information and phone number on file. Making any updates in Employee Console will automatically update Salesforce, Recurly, and the Legacy Platform.

Plancode

This is the current membership type the customer is on and controls the restrictions to the customer's experience based on their Membership Tier.

Registration Date

This shows the date the customer registered with AdvisoryCloud.

Status

This shows the current status and access level of the member's account.

Verify Email/Password Reset

This is where you can resent customer verification and password reset emails to assist customer's with logging into their account.

Impersonate

This is where you can log in as the customer to view from their point of view.

B2B (Companies)

By entering a Company name you can access the Company's account information, the Board-Owner’s account information, and information for any Non- Board Owners that have access to that account. The B2B Membership Tier can be determined by looking at the “Seats” a Company has available or the Recurly Plan Code.

Company

Identifies the Company Name that is associated with the Board Owner

Board Owner

A B2B member. The Company's main account holder. This individual is the only one allowed to make edits to any of the billing and Company information on file.

Board

This is where you can see if the Company is Public or Private

Seats

How many Company Member seats a Company has (this is a combination of Board Owner and Non-board owner seats). This will help you identify which tier the company is on.

B2C (Advisor)

You can review determine the Membership Tier by the Number of Boards the Advisor is eligible to join or by the plancode.

Number of Boards

The number of Boards the advisory is currently on out of the number of Advisory Boards they are eligible to join based on their Membership Tier.

Free Trial

This indicates whether a customer's account is active in their Free Trial and thus restricted access in the Boardroom.

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