Managing Team Members

If you're an Accountant or Bookkeeper, you can invite team members to help manage clients and connections.

Roles

There are two roles available:

• Admin: Full access to everything, including billing, practice settings, and team management.
• Member: Can manage clients, connections, and view activity, but cannot access billing, practice settings, or team management.

Inviting a team member

1. Go to Account → Team
2. Enter the email address of the person you'd like to invite
3. Choose a role for them (Member or Admin)
4. Click "Send invitation"

They'll receive an email with a link to create their account. The invitation expires after 7 days.

Changing a team member's role

From the Team page, click the menu icon next to the team member and select the new role. You cannot change your own role.

Removing a team member

From the Team page, click the menu icon next to the team member and select "Remove". This will permanently delete their account. You cannot remove yourself, and there must always be at least one admin on the account.