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<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="utf-8">
<meta name="viewport" content="width=device-width, initial-scale=1">
<title>For Advisors & Admins — Veru365 Tutorial</title>
<meta name="description" content="Run your firm on Veru365: the Admin and Advisor dashboards, PAGO engagement scores, invitations, branding, client handoff, booking pages, the chat widget, and integrations.">
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<body>
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<div class="topnav-inner">
<a class="topnav-logo" href="index.html"><img src="assets/img/veru365-combined.png" alt="Veru365"></a>
<button class="nav-toggle" aria-label="Toggle navigation">☰</button>
<nav class="topnav-links">
<a href="index.html">Home</a>
<a href="getting-started.html">Getting Started</a>
<a href="chat.html">AI Chat</a>
<a href="your-finances.html">Your Finances</a>
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<div class="page">
<div class="docs-shell">
<aside class="docs-sidebar">
<h4>On this page</h4>
<a href="#roles">Roles & permissions</a>
<a href="#dashboard">The Admin Dashboard</a>
<a href="#users">Users & invitations</a>
<a href="#branding">Branding (white-label)</a>
<a href="#features">Feature toggles</a>
<a href="#advisor">Advisor Dashboard & PAGO</a>
<a href="#handoff">Client handoff</a>
<a href="#booking">Public booking page</a>
<a href="#widget">Embeddable chat widget</a>
<a href="#integrations">Integrations</a>
<a href="#knowledge">Knowledge base</a>
<a href="#compliance">Compliance & billing</a>
<a href="#platform">Platform administration</a>
</aside>
<main class="docs-content">
<h1>For Advisors & Admins</h1>
<p class="subtitle">Veru365 isn't just a client app — it's the operating layer for an advisory firm. This chapter covers everything organization owners and advisors use to run their practice.</p>
<h2 id="roles">Roles & permissions</h2>
<div class="table-wrap">
<table>
<thead><tr><th>Role</th><th>Who it's for</th><th>What they can do</th></tr></thead>
<tbody>
<tr><td><span class="badge slate">user</span></td><td>Clients and members</td><td>Chat, all enabled financial tools, their own data. The default role.</td></tr>
<tr><td><span class="badge blue">manager</span></td><td>Senior staff</td><td>Elevated org member; assignable when inviting or changing roles.</td></tr>
<tr><td><span class="badge navy">owner</span></td><td>Firm principals / org admins</td><td>Everything: Admin Dashboard, Advisor Dashboard, users, branding, billing, compliance, integrations.</td></tr>
<tr><td><span class="badge gold">advisor</span></td><td>Client-facing advisors</td><td>An assignment role used by handoff and booking — the human a client gets handed to.</td></tr>
</tbody>
</table>
</div>
<p>Only owners see the organization side of Settings; everyone else is routed to their personal settings.</p>
<h2 id="dashboard">The Admin Dashboard</h2>
<p>The <span class="ui">Admin Dashboard</span> is the firm's control room, organized into tabs:</p>
<div class="table-wrap">
<table>
<thead><tr><th>Tab</th><th>What it does</th></tr></thead>
<tbody>
<tr><td><strong>Schedule / Handoff</strong></td><td>Booking leads, appointment flow, and client-handoff configuration (see <a href="#handoff">below</a>).</td></tr>
<tr><td><strong>Overview</strong></td><td>Firm-level activity and engagement metrics at a glance.</td></tr>
<tr><td><strong>Invite User</strong></td><td>Send email invitations with a role attached.</td></tr>
<tr><td><strong>Chats</strong></td><td>Review client conversations for oversight and compliance.</td></tr>
<tr><td><strong>Users</strong></td><td>Member list, roles, and pending invitations.</td></tr>
<tr><td><strong>Billing</strong></td><td>Your organization's plan and usage.</td></tr>
<tr><td><strong>Compliance</strong></td><td>Compliance posture and review tooling.</td></tr>
<tr><td><strong>Settings</strong></td><td>Organization-level configuration.</td></tr>
</tbody>
</table>
</div>
<h2 id="users">Users & invitations</h2>
<ol class="steps">
<li><strong class="step-title">Invite by email</strong> <span class="ui">Admin Dashboard → Invite User</span>: enter the address, pick a role (user / manager / owner), send. The invitee gets a personal link that attaches them to your firm.</li>
<li><strong class="step-title">Or distribute an invite code</strong> A shareable code lets anyone sign up into your organization — good for newsletters or seminars.</li>
<li><strong class="step-title">Track pending invitations</strong> The Users area shows outstanding invites; resend or revoke as needed.</li>
<li><strong class="step-title">Manage roles</strong> Change a member's role or remove members from the same screen.</li>
</ol>
<p>Invite codes come in two shapes:</p>
<div class="table-wrap">
<table>
<thead><tr><th>Code type</th><th>Good for</th><th>Behavior</th></tr></thead>
<tbody>
<tr><td><strong>Shared code</strong></td><td>A newsletter, a seminar, a link on your own site</td><td>Reusable by many people until it's deactivated.</td></tr>
<tr><td><strong>Single-use code</strong></td><td>One specific prospect or paying subscriber</td><td>Works exactly once, then stops accepting new signups — useful if you want each individual to land in your org without opening a public, unlimited-use link.</td></tr>
</tbody>
</table>
</div>
<p>Codes are minted per-organization by Veru365 staff on request — if your firm needs a fresh one (shared or single-use), ask your Veru365 contact for that org.</p>
<h2 id="branding">Branding — make it yours</h2>
<p>Veru365 is <strong>white-label</strong>. Under <span class="ui">Settings → Branding</span> an owner can set:</p>
<ul>
<li><strong>App Identity</strong> — the application name your clients see.</li>
<li><strong>Logo & favicon</strong> — your firm's marks replace the defaults throughout the app.</li>
</ul>
<p>Even the AI assistants' display names can be tailored to your firm, so clients experience <em>your</em> branded planning assistant.</p>
<h2 id="features">Feature toggles</h2>
<p>Every major tool — Plaid, File Vault, portfolio, tax, budgeting, scheduling, financial statements, each integration, each AI assistant — is a per-organization <strong>feature flag</strong>. What's toggled off simply disappears from your clients' Tools menu. Flags are managed with Veru365's support during setup (the <span class="ui">Features</span> panel appears for platform staff working on your org), so your firm ships exactly the toolkit you want.</p>
<h2 id="advisor">Advisor Dashboard & PAGO scores</h2>
<p>The <span class="ui">Advisor Dashboard</span> answers the question every advisor has: <strong>who needs my attention?</strong></p>
<ul>
<li><strong>PAGO Score</strong> — each client gets a 0–100 engagement/propensity score with a colored <strong>band</strong> and a breakdown of contributing dimensions, computed from how they actually use the platform.</li>
<li><strong>Engagement tab</strong> — clients ranked by PAGO score, with the signal behind each score.</li>
<li><strong>Inactive tab</strong> — clients going quiet, before they drift away.</li>
<li><strong>Interested tab</strong> — leads and clients showing buying signals.</li>
<li><strong>Re-engagement</strong> — reach out to a flagged client directly from the dashboard.</li>
</ul>
<div class="callout note"><strong>Consent</strong> PAGO data has a consent and portability panel — clients' engagement data is handled under explicit data-consent controls.</div>
<h2 id="handoff">Client handoff</h2>
<p>The moment an AI conversation should become a human relationship, <strong>handoff</strong> takes over. Owners configure per-advisor and per-manager handoff rules in the <span class="ui">Schedule/Handoff</span> tab: who receives which clients, and what gets shared. A client's sharing settings gate what the advisor can see; identity verification can be required before any personal data is pushed to external systems.</p>
<h2 id="booking">Public booking page</h2>
<p>Every organization gets a <strong>public booking page</strong> — a clean form (name, email, “what would you like help with?”) prospects can use without an account. Bookings arrive as leads in the Schedule/Handoff tab, ready for follow-up. Put the link in your email signature and website.</p>
<h2 id="widget">Embeddable chat widget</h2>
<p>Take lead capture further: the <strong>Veru365 chat widget</strong> embeds a mini AI chat on your own website, in your branding. Visitors type a question, get a real answer from your assistant, and their contact details land in your leads. It's the top of your funnel, powered by the same AI your clients use.</p>
<h2 id="integrations">Integrations</h2>
<p>Connect Veru365 to the rest of your stack (each integration is a feature flag your firm can enable):</p>
<div class="card-grid">
<div class="card"><div class="card-icon">📇</div><h4>CRM</h4><p>Wealthbox, Salesforce, and HubSpot — keep client records and activity in sync.</p></div>
<div class="card"><div class="card-icon">📅</div><h4>Calendars & scheduling</h4><p>Google Calendar, Microsoft 365, and Calendly — appointments flow into your real calendar.</p></div>
<div class="card"><div class="card-icon">☎️</div><h4>Communications</h4><p>RingCentral — call activity connects to client profiles.</p></div>
</div>
<h2 id="knowledge">Knowledge base</h2>
<p><span class="ui">Admin → Knowledge</span> lets your firm teach the assistant: upload firm-specific content and the AI folds it into answers for your clients — your philosophy, your FAQs, your process.</p>
<h2 id="compliance">Compliance & billing</h2>
<ul>
<li><strong>Compliance tab</strong> — oversight tooling over conversations and data handling; chat review supports supervision duties.</li>
<li><strong>Billing</strong> — your organization's usage and plan, in the Billing tab.</li>
<li><strong>Data rights</strong> — erasure requests are supported platform-wide (<span class="ui">Settings → Erasure Request</span>).</li>
</ul>
<h2 id="platform">Platform administration</h2>
<p>Above organizations sits a platform-administration layer used by Veru365 staff: managing organizations and their health, assistant configuration, invite codes, platform billing, and the PAGO scoring model. If you're a firm owner you'll never need it — but it's why new features and assistant improvements arrive in your org without you doing anything.</p>
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