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Managing Team Members and Roles

The Team & access section is where Firm Owners manage who on their team can access the portal and what each person can do.

The Team & access section is where Firm Owners manage who on their team can access the portal and what each person can do. This article gives an overview of team management.

Team & access — Firm staff list

Team & access — Firm staff list

What You Can Do

  1. Navigate to Team & access in the left sidebar.
  2. The page shows two tabs: 'Firm staff' and 'Pending'.
  3. The Firm staff tab lists all active team members with their Name, Email, Firm Role, Billing Access, and Clients Access.
  4. Each staff member's role badge indicates their permission level.
  5. A count of '1 firm staff' (or more) is shown in the top-right of the page.
  6. The 'Invite Firm Staff' button lets you add new team members.

💡 Good to Know: Only Firm Owners can add, edit, or remove staff members.

💡 Good to Know: Staff changes take effect immediately — there is no approval workflow.

Related Articles

→ How to Invite a New Staff Member

→ Understanding Firm Roles and Permissions

→ Assigning Clients to Staff Members

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