Full Support
Advisory administers the application end to end: accounts, configuration, and troubleshooting.
Includes
- Provisioning and deprovisioning accounts, assigning licenses, groups, roles and permissions, and transferring or archiving data during offboarding where the application supports it.
- Updating company-wide settings in the application's admin console.
- Troubleshooting incidents, including over remote screen-sharing, and escalating to the vendor when needed.
Not included
Customizations, integrations, APIs or automations that Advisory did not originally configure.
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User Account Management
Advisory manages who has access and at what level, but does not administer or troubleshoot the application itself.
Includes
- Creating, updating and deactivating user accounts, directly in the application or through your identity provider (IdP).
- Adding and removing licenses, groups, roles and permissions for individual users.
Not included
Company-wide settings, troubleshooting application features, and integrations. Your internal admin or the vendor handles these.
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IdP Addition and Removal
Advisory assigns and removes the application through your identity provider (IdP) such as Okta, but performs no actions inside the application itself.
Includes
- Assigning the application to a user or group in your IdP, so it appears on their user dashboard and they can sign in.
- Removing that assignment during offboarding or on request.
Not included
Any action inside the application. Your internal admin completes license modifications and handles in-app issues. If your IdP provisions the application automatically, an assignment may create or deactivate the account as a side effect, but Advisory does not manage the account beyond that.
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