Getting Started
Initial setup guide for users
5 articles
- Archiving Households and Closing AccountsHow to archive and restore households, close and reopen accounts, what each report does with closed accounts, and how Redtail, Zoho, and imports can archive or close for you.
- Plans, Billing, and CancellationFree, Pro, and Enterprise plans, where billing lives in SurgeTK, how to upgrade, change seats, cancel, and what happens when a Pro plan ends or a payment fails.
- Roles, Seats, and PermissionsThe four roles, every sub-permission option and what it does in practice, the full permission table, seats on Free and Pro, and what happens when you remove or invite someone.
- Setting Up Your Firm & Team SettingsTab-by-tab reference for Settings: My Profile, Firm Info, Team Members, Value Adds, Integrations, Securities, Billing, and My Security, and who can change what.
- What's next? Your post-setup roadmapAfter firm and team setup: connect a CRM or import files in order, set up your Value Adds, check a household's Value Adds tab, create a Surge, and remove the…