Manage Team
Assign roles, set access, and control account permissions.
Owner, admin, employee system roles
Learn the difference between team member roles and how to manage their permissions and access levels.
Add team members, change & swap seats
Add team members. Reassign, swap seats, change types, and more.
Employee access rights
Control what each team member can see or do in the portal.
Access & Assignees Guide
Ensure clear clients, tasks, and projects ownership across your team.
Account access for team members
Grant employees access to client accounts.
Request & grant account access for team members
Team members can request access to accounts or pipelines, and authorized users can approve requests.
Add and delete account followers
How to make team members receive notifications about the account’s activity.
Assign invoices to other team members
Allow team members to create and assign invoices to one another.
Edit team member personal details
Firm owners and admins can edit personal and login details for any team member.
See the read-only view of an employee’s portal
Firm owners and admins can view an employee’s portal in read-only mode to provide support or verify access.
Recycle a team member’s email address
Update a deactivated team member’s login details to repurpose their email address for another team member.
Reset & change team member password
Firm owners and admins can reset or change a team member’s password.
Deactivate & restore team members
Free up seats, restore team members when needed.
Change the firm owner
Transfer firm ownership by updating the owner’s login email.