Help CenterHow do I join my firm's Savology account?
To join, you must be invited by a coworker to join as an admin (aka advisor) for your firm’s Savology account. If you haven’t yet received an email invitation, ask a firm admin to go to User Admin > Admins > + New admin to send you an invite. You may also need to check your email’s spam folder and add our domain (savology.com) as a trusted sender.
How do my clients sign up for Savology?
Your clients must use one of your firm's unique links to sign up for Savology and properly connect their accounts to your firm. Each must use a valid email address and password to create an account, and will be prompted to complete the short financial profile survey to receive their financial plan and other planning resources.
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What if a client signs up for Savology without using one of our firm's unique links?
In the rare case that a client signs up for a Savology plan without using one of your firm's unique links or invites, please send an email to advisors@savology.com and request to have the account migrated. Please be sure to provide the email address the individual originally used to sign up for their Savology account.
How do I invite my colleagues to join as admins?
An administrator with sufficient access rights can invite others to join Savology admins. Go to User Admin > Admins and click the New admin button. In the modal, select either Add from Existing Users if they already have an account associated with your firm or Email Invite to invite a new admin that doesn't already have an account and assign the applicable Admin Role to determine their access rights. Once completed, an email notification or invitation will be sent to the email address provided.
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Can I give administrative access to a user with an active account?
An administrator with sufficient access rights can invite an active Savology user to join as an admin. Go to User Admin > Admins, click the New admin button, and select the Add from Existing Users tab. Find the active user in the list and choose the applicable Admin Role to determine their access rights. Once completed, an email notification will be sent to the individual's email address.
How do I access my own user account from the admin portal and vice versa?
If you have created a plan through your admin account by completing a financial profile, you can access your Savology user account and plan by selecting the Personal Portal button located in the three-dot menu in the header. To access the Savology admin portal from your user account, select the Admin Portal button located in the three-dot menu.
What are Admin Roles?
Admin Roles determine the Access Rights of each Admin. There are four predefined Admin Roles that can be used and assigned to Admins.
- Full Admin: All Access Rights to view and manage organization settings, user and admin accounts, billing details, and more.
- All User Admin: Access rights to view and manage all users under the organization.
- Assigned User Admin: Access rights to view and manage only users and groups that are assigned to the Admin.
- Billing Only: Can view payment history and add or change payment methods. Will also receive billing and invoice emails.
- Settings Admin: Can view and manage organization settings and billing details.
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What are Admin Access Rights?
- General: Has full access to the organization administration portal, including viewing billing details, but won’t receive billing notifications unless those rights are also added
- Account Management: Can manage organization profile and product settings.
- Admin Management: Can manage, add, and remove other administrators on the account.
- All Users: Can see and access all users associated with your organization.
- Assigned Users: Can only access users and groups that are specifically assigned to them.
- Billing: Can view payment history and add or change payment methods. Will also receive billing and invoice emails.
Can I update provider recommendations?
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