Edvisor account setup overview
Last updated: May 6, 2026
Edvisor account setup: 5 tabs in Settings (user icon top right). Personal (user), Team/Office/Company/Payment (admin). Setup order: Personal > Company > Office > Team > Payment.
Five settings tabs cover everything needed to set up an Edvisor agency account.
How to access
Click the user icon in the top right corner > Settings.
Five tabs
Setup order
- Personal Settings — each team member configures their own.
- Company Settings — admin sets up company info and recruitment data.
- Office Settings — admin adds offices.
- Team Settings — admin invites the team.
- Payment Settings — admin manages subscription as needed.
Why setup matters
Proper configuration ensures efficient teamwork, smooth communication, and maximizes platform features.