Advisor Portal Walkthrough 🤝

I am just going to take you through step by step how the Advisor Portal works on NOAN.

This is a whole new way to think about sharing your business knowledge, and giving them access to all your information to either help support or to analyze your business.

you'll find it down in settings.

So if you jump into your settings you can then go your project and then you'll find Advisor Portal and here's where you do a couple of things.

So you turn it on when you want to use it and and you'll see I've added an advisor email here and then that will send out an invite to an advisor to access the advisor Portal.

And then what you want to do is set the core features that, that you want them to have access to.

So if if you are for example working with an advisor who might be helping you develop your strategy, you can give them access to your facts and then by turning that on they will be able to edit your knowledge in your smart blocks and tweak those facts for you.

you can also, if you want you can give them access to create.

So some advisors are helping you develop documents, et cetera.

You can give them access to create mode here and turn that on and, and each of these is just a simple toggle.

It's very easy to use.

Now if you're working with the likes of an advisor who is guiding you on growth, and you've connected Stripe, or Google Analytics, you can then make these available to the advisor on their side.

A really good use case of this for example is also if you've got a new investor who's potentially coming on, they want to know and understand how your business is doing.

You can just turn these on and then they can immediately access and see the latest stats from them.

And then in activity you've got a number of different things you can leverage for the Advisor Portal from tasks.

So if you want to do shared tasks and you want the advisor to be able to set you tasks, you can turn that on.

You can give them news in your sector if that's relevant so that they can stay up to speed the latest updates.

This is one that you'll want to use if you're really collaborating with an advisor so that they can see the latest things that have been done across the business, they'll get that latest updates widget right in their Advisor Dashboard and then finally you can turn on and off the Dashboard Assistant.

This is really useful because the Dashboard Assistant can enable them to essentially ask questions of your business knowledge.

So if you have a new investor for example, and they want to learn about your business, they can talk directly to the Dashboard Assistant and it will tell them everything in your facts.

similarly it might be an advisor that you want to give access to and they're using the Dashboard Assistant to go back and forth and, and work on strategy for you.

so all of that is there for you to select and turn on.

Now there's one other aspect of the Advisor Dashboard that's really powerful and you'll find that over here in Activity.

you've turned on the Advisor Portal in Activity you'll see the Advisor Portal widget and in the Advisor Portal widget you're going to see two things.

One is the number of blocks that you've actually shared with the Advisor, because you can select the blocks that you want the Advisor to be able to see and have access to.

And I'll show you how to do that in a second.

The second thing is that you can create share company documents.

So this is essentially what is called a data room.

You can give them access to a link to your pitch deck.

You can see here I've added in this brand financial protections, the cap table overview.

Any documents you want to link, for your advisor or investor you can share in this environment.

And then they will get this on their side in the Advisor, Dashboard for them to view and access as a link.

And they can't edit this, it's only you that can edit it.

But that's available for them.

Now when it comes to the facts that you share, that's really easy for you to set.

You jump down into settings, you'll see here that you have the blocks and then in the blocks you're going to see the Advisor, setting, you can select that and then choose which blocks you want the advisor to see and have access to.

and then these ones they can also edit as well.

So if you're enabling this at the moment, they have the ability to also edit these for you so they can help you work on strategy.

So I'm going to jump across now and show you what it looks like on the Advisor side for the Advisor Portal.

so here I am in the Advisor portal and in this side what I have enabled is the website analytics widget.

you can see here we've got those company documents are shared and available for them And then we've also got available the Dashboard Assistant for the Advisor to use and And by just talking to the assistant they've now got live access to all of the knowledge of the business so they can go back and forth and have an understanding of how the company works, how it's structured.

Now, now key thing to know here is we've restricted the tooling that's available for this assistant for any Advisor.

It can't do things like add notes, add tasks.

It's very straightforward, it's got limited tooling And this is largely because what you don't want is, is the Advisor able to control all of your side of NOAN.

if you want them to do that you're better off adding them as a team seat.

but if you want them to be able to collaborate with the assistant, work with the assistant, then this is a, much better setup.

now I'm going to make a few changes and turn things on and off and you're going to see how that comes to life.

And you can see here, I've now given them access to the facts.

I've turned on the latest updates, I've turned on the tasks for them and I've given them access to Create mode so that the Advisor can jump in and collaborate with me, me, and create assets for me.

And just a reminder that any that you create, unless you set them to private, will also be available for your advisor to see and vice versa and you can share the URLs of those assets between you.

So this is totally flexible.

You can turn the widgets on, the widgets off, whatever you want to make available to Advisor, you can, you can see here in the facts that this Advisor now has access to these facts so when they jump in they can actually edit and tweak and change.

so if you're working with an advisor and actually collaborating on your business strategy, this is perfect for you.

So it's incredibly flexible.

It's available to everybody.

you get a free advisor seat as part of your NOAN.

subscription.