Inviting new users to sign up

Each new client you add will need to create their own account using a valid email address and password and is required to complete the financial profile survey to receive their financial plan.

Expert Tip: Use the Create Plan tool to generate your own sample plan and demo account where you can explore the user experience and review updates and changes you make to the platform.

Outside of creating a plan for a client, you have two primary options to invite new people to sign up and properly connect their user accounts to your firm:

Sign-up link: Provide the client with one of your firm's unique sign-up links.
Email invites: Send an email invitation to the client directly from the admin portal.

Both options outlined below will take the new user to the firm’s landing page and guide them through the account creation and sign-up process.

Invite clients using a sign-up link

Inviting a client with your firm sign-up link

For users that do not need to be assigned to a specific group, you can provide the firm-wide unique sign-up link, which can be found and copied in two places in the admin portal:

On the Home page, located in the Account Management table - select Copy Link under Unique Sign Up Link.
Navigate to Manage Account > Profile, locate the Sign Up Link table, and select Copy Link.

Inviting a client with a group sign-up link

Each group you create also has a unique sign-up link that is generated. Assigned user admins must use one of their group links in order to have access to and view their client’s information.

For users that need to be assigned to a specific group, you can view and copy a group link in two places in the admin portal:

In User Admin > Groups, click the 3-dot menu next to the applicable group, and select Copy group link.
Go to User Admin > Invite Users, and in the Group Invite Link table select the group name in the Group drop-down menu to view and copy the URL.

Email invites from the admin portal

You may also send email invitations directly from the admin portal by either pasting in email addresses or uploading a CSV file.

Important Note: Email invites sent from Savology’s system should only go to those who have been notified in advance and have provided you with express permission to email them. Cold prospect lists should not be used to send out email invitations to sign up for Savology. To avoid abuse reports, please use one of your custom invite links to invite anyone else.

Manually enter email addresses

Navigate to User Admin > Invite Users, and in the User Invite table, set the toggle to Emails.
Enter or paste in the email addresses each separated by a space, comma, or line break.
If applicable, select the group in the Group Assignment drop-down menu. Otherwise, leave it blank for users that do not need to be assigned to a specific group.
Optionally, you can designate a future send date in the Send Date field if you do not want invites to go out immediately.
When finished, select Send invites, review the proper usage statement in the confirmation modal, check the confirmation box, and select Invite

Upload a CSV with email addresses

Navigate to User Admin > Invite Users, and in the User Invite table, set the toggle to CSV.
Click the Download CSV template link to download and use Savology’s template.
Enter the email(s) and other contact information into the template and save a copy.
When finished, drag and drop the file or select the Choose files button to locate and upload the file saved on your computer.
If applicable, select the group in the Group Assignment drop-down menu. Otherwise, leave it blank for users that do not need to be assigned to a specific group.
Optionally, you can designate a future send date in the Send Date field if you do not want invites to go out immediately.
When finished, select Send invites, review the proper usage statement in the confirmation modal, check the confirmation box, and select Invite

FAQs - User sign-ups and account creation

What if my client already has a Savology account?

There may be cases where a client already has an active Savology account that isn’t connected to your firm or accidentally created an account without associating it. Here’s how to have a client connect their existing account to you and your firm:

Send the client a new user email invite from the admin portal following the steps in the Email invites from the admin portal section above.
The client will receive an email invite from support@savology.com to join. Rather than selecting Get started in the email, the client will need to select the link at the bottom of the email that says Already have a Savology account? (screenshot below).
The client will then be directed to the Savology sign-in page and prompted to log in. After entering their credentials and logging in, the account will then be connected to your firm.

Expert Tip: If you have any issues connecting an existing client’s account to your firm, please send an email request to advisors@savology.com to have the account updated. Please include the client's email address they originally used to sign up for Savology.

Where can I see a list of users who have been invited to sign up?

You can see a list of outstanding email invites you've sent from the admin portal on the User Admin > Invite Users page. Locate the table at the bottom of the page which shows pending invitations that have been sent from the admin portal. Once an individual accepts the invite and creates an account, they are then moved to the Active Users table in User Admin > Users.

How do I re-send an email invitation to a client?

When sending an email invite from the admin portal, an automated email reminder is sent if the invitation is not accepted within 30 days from the date it was first sent. However, you can also manually re-send outstanding email invitations through your admin portal.

Navigate to User Admin > Invite Users, and locate the outstanding invite in the table at the bottom of the page.
Click on the Re-send invite icon next to the email address/outstanding invite.
Confirm that you want to re-send the email invite in the modal that appears.