Getting started
How do you turn on Ramp Stack for an existing Ramp client versus a brand-new client, and is there a trial period?
15:08From the June 18 call · Bonus Lab with Ramp
For an existing client already using Ramp, you can turn on Stack easily by hitting 'start using Stack' from the advisor console. For a client not using Ramp at all, you can hit 'add client,' create an account for them, and turn on an 'accounting only' experience — meaning the client gets access only to Stack, not the rest of Ramp's spend management features; it's purely the firm's tool to do the work for that client. There is currently a free trial period running through end of August/September 1st for anyone who wants to start using the tool.
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