Overview
Streamline your firm's collaboration and client base with Asset-Map's user management tools. By efficiently purchasing licenses, adding Advisors and assigning Delegates, you can scale your practice and ensure your team has the administrative support needed to manage client relationships effectively. This guide covers the essential steps for granting and revoking access, helping you optimize your seat licenses and maintain total control over your business environment.
Invite an Advisor
Invite an Advisor to be part of your team. An appropriate number of seat licenses need to be purchased in advance. Reach out to support@asset-map.com to learn more. Follow the steps below to invite an advisor.
The invited advisor will receive an email from Asset-Map Platform inviting them to create a password, their username being the email address. Advisors will have their own Household Index (book of business).
Remove Advisor Access
Team managers may remove an Advisor by unchecking the advisor box on the Membership list (under Team Settings). This action locks out the user and ensures the households remain associated with the advisor's profile, avoiding the loss of household data. Avoid clicking the Trash Can icon unless the advisor's households do not need to be preserved or transferred.
Step 1: Unchecking the Advisor Role
Uncheck the Advisor Option: Navigate to the membership tab and uncheck the 'Advisor' option for the user. This action retains the households in the database under the advisor, ensuring that client information and their affiliations remain intact. Avoid fully deleting the advisor’s line if households need to be preserved.
No Immediate Transfers Required: Unless another advisor requires access to these households, there is no need to transfer households immediately. The households will remain associated with the unassigned advisor in the system.
Step 2: Transferring Households to a New Advisor (If Necessary)
Identify the New Advisor: Ensure the receiving advisor is active and ready to take ownership of the households.
Transfer the Households: Assign the households manually to the new advisor from the "Transfers" dashboard. 👉Please note: your invoice will not reflect a change in your subscription. The quantity of available seat licenses remain the same. If you have question feel free to email support@asset-map.com.
Invite and Assign a Delegate
Invite and assign an assistant (delegate) to impersonate the advisor to help manage the book of business. A delegate needs to be assigned to an advisor. An appropriate number of seat licenses need to be purchased in advance. Reach out to support@asset-map.com to learn more. Follow the steps below to invite a delegate.
The invited delegate will receive an email from Asset-Map Platform inviting them to create a password, their username being the email address. A delegate will not have their own Household Index (book of business), but will be presented upon login with the representation of the advisor(s) whom they are delegated for. The Delegate clicks on the persona to log in as that advisor.
Remove Delegate Access
Team managers may remove a delegate by unchecking the delegate box on the Members list (under Team Settings), thus recovering a delegate seat license for distribution to someone else.
👉Please note: your invoice will not reflect a change in your subscription. The quantity of available seat licenses remain the same. If you have question feel free to email support@asset-map.com.
Purchasing a Seat License
You can purchase an advisor seat or delegate seat license from within our application. After the purchase has been made you may follow the steps above to complete the setup.
👉 Here's how to purchase a license from within our application.
1/2026