チーム管理

Assign roles, set access, and control account permissions.

従業員のアクセス権

Control what each team member can see or do in the portal.

Learn the difference between team member roles and how to manage their permissions and access levels.

Assign access rights, manage licenses, and onboard new employees.

Ensure clear clients, tasks, and projects ownership across your team.

Grant employees access to client accounts.

Team members can request access to accounts or pipelines, and authorized users can approve requests.

How to make team members receive notifications about the account’s activity.

Allow team members to create and assign invoices to one another.

Firm owners and admins can edit personal and login details for any team member.

Firm owners and admins can view an employee’s portal in read-only mode to provide support or verify access.

Update a deactivated team member’s login details to repurpose their email address for another team member.

Firm owners and admins can reset or change a team member’s password.

Free up licenses or restore them when needed.

Transfer firm ownership by updating the owner’s login email.