Advisor Hub is your portal as a Corpay One Advisor. From here you manage all your clients, your staff and your workflows in one place – without having to log in to each client separately.
Advisor Hub is for Advisors only. If you are a company with several entities, see Dashboard for groups and corporate groups instead.
Watch the tour on video
In the video, we show you around Advisor Hub, menu by menu.
You can also watch the video directly on YouTube.
How to open Advisor Hub
Click the Advisor Hub button at the bottom of the side menu in Corpay One.
The menus in Advisor Hub
Home
An overview of your clients' payment errors, integration errors and pending approvals.
Activity, so you can see whether your clients' use of Corpay One is going up or down.
Tasks, which you can create for yourself or your coworkers and link to a client.
Usage across your clients.
Filter the home page on the labels you have created under Clients.
Clients
Here you create new clients and manage your existing ones. From the client list you can open each client's account.
Labels: Create your own labels and assign them to clients, so you can sort and filter them.
Onboarding: Create your own onboarding steps and follow them for each client. New steps only apply to clients created afterwards.
Read more: How to create a client · Onboarding your clients
Staff
Here you invite the coworkers who will work with your clients in Corpay One, and choose their role.
Access groups
With access groups, you control which clients your staff have access to. Staff who are in the same access group as a client have access to that client.
Read more: Give staff access to client accounts
Workflow
Create workflows and workflow templates that you can use across your clients.
Read more: How to share workflows with multiple clients
Your own company's account
Your own company is also listed under Clients in Advisor Hub. Click it and select Open client to use Corpay One for your own documents. See the steps in Get started as an Advisor.
If you have any questions, write to us in the chat or at supporteu@corpayone.com.