How do I add a new team member to my firm?

  • Updated

Invite a new team member by navigating to the “Team” tab and clicking the “+ New member” button located on the top right corner of the screen.




You’ll be able to assign the new team member to clients directly from the invite form by clicking on the “Continue to assign clients” button. You can also choose to skip it for now by clicking on the “invite only” button.



Who can add members to the firm’s team?

Only the firm’s owner and admins can add members to the team.

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