Each firm will start with one or more “Executives,” who have the ability to invite additional Advisors to the platform. The invitation process is similar to the invitation process for clients. Please reach out to our Client Support team if you need help determining your firm’s Executive(s).
There are two ways to invite your firm’s advisors to Flourish. We recommend using Quick Invite to invite a small number of advisors at a time and using Bulk Invite to invite a large number of advisors at the same time.
How to invite advisors:
1. In the Advisor Portal, click on the “Advisors” tab.
2. Click the “+ Invite” button
A. In the space provided, enter the advisor’s first name, the advisor’s last name, and the advisor’s work email address. Select the Team(s), if any, that you’d like to assign this advisor to. Click the “Invite” button, which will immediately send an email invitation.
A. Click “Bulk upload” on the ‘Bulk CSV upload and invite’ card on the right of the page
B. Click on “Download Template” to download the spreadsheet template you will need to upload to the system.
C. Fill out the template with your advisors’ information. Please don’t change any of the column headers, as the column headers in the spreadsheet you upload must remain unchanged. Simply list the advisors’ first name, last name, and email.
D. Save the spreadsheet in .CSV format. In most spreadsheet-oriented programs, you can click “Save As” and then select .CSV, Comma Delimited, or Comma-Separated Values format. While we recommend that you name the spreadsheet something easily identifiable, the exact name of the file is not important.
E. Back in the Invitation Center, you can now upload your spreadsheet in one of two ways:
Option 1: Click on “Upload .csv,” which should launch your computer’s file browsing system. Select and open the spreadsheet you’d like to upload.
Option 2: You can drag your .CSV file into the box at the center of the page from your computer’s file browser.
F. Click “Invite” and then follow the steps on the screen to upload your spreadsheet. Once your upload has been processed, you will receive a notification email letting you know if the bulk invite was successful or if there were any errors within the spreadsheet that need to be resolved.