Assigning & Removing Team Members to a Client Account

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By Mary Cooper

updated 4 days ago

To grant a team member access to a client’s details, you must assign them to the client's accountt. Learn how to see clients assigned to team members, to get access to a client’s statistics for every team member, and to find out who was responsible for a client's account at a particular time.

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Assigning Team Members to a Client's Account

Once the team member is assigned to the client's account, they can view and edit the client’s info, create bills, upload documents, etc. They also receive notifications on activity in the client account. 

1. Go to Clients, then click on the client's name in the list. You can also instantly search for client's account from the Sidebar of any page by entering their name. 

2. Go to the Info section's Team tab. You will see all of your employees in the Team Access list. If you are the owner of the firm, you will now see yourself as the assignee. Turn on the toggle next to the team member to grant him/her access to a client's account, or turn off the toggle to remove yourself. Each client's account should have at least one team member assigned.

How to See Client Accounts Assigned to Specific Team Members

You can filter your account list to see the client accounts assigned to specific team members. To do so:

1. Go to Clients, then click on the Filter button.

2. Select team members' names in the Team section, then click on Apply. You can select as many employees as you need. 

You will see the list of all client accounts assigned to the selected team members.

Accessing History of Changes

It’s important to know who was responsible for a client at a particular time. That’s why the system stores a history of changes. You can always find out when an accountant was assigned to a client's account and when he/she was removed. 

To explore the history of changes: 

1. Go to Clients, then click on the client's name in the list. You can also instantly search for client's account from the Sidebar of any page by entering their name.

2. Go to the Info section's Team subtab. 

Exploring Clients per Employee Stats

As a firm owner, you can explore an account statistics for every team member. Go to Settings, then to Team & Plan, then click on the employee's name in the list and navigate to the Clients tab. Statistics are available separately for both current clients and past clients. 

The following information is available here:

  • ID. The client's unique ID.
  • Name.  The client’s first and last names.
  • Assigned. The date the client was assigned to the team member.
  • Bills posted. The number of bills posted for each client.
  • Revenue. The amount of bills paid for each client.
  • Docs uploaded. The number of documents uploaded for each client.
  • Approved. The number of documents approved for each client.

Removing a Client's Account from a Team Member

To remove a client's account from a team member, you can navigate either to the team member's profile or to the client's account profile. 

To remove a client's account from a team member's profile:

  1. Go to Settings, then to Team & Plans, then click on the employee's name in the list and navigate to the Clients tab. 
  2. Click on the red cross icon next to the client’s name.
  3. Click on the YES, REMOVE button in the Client Remove Confirmation pop-up. The selected client is automatically moved to the Past tab.

To remove a team member from a client's account:

  1. Go to Clients, then click on the client's name in the list. You can also instantly search the clients from the Sidebar
  2. Go to the Info section's Team tab. You will see all of your employees in the Team Access list.
  3. Turn off the toggle next to the team member's name to remove their access to a client's account. Note that each client's account should have at least one team member assigned.


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