Managing your team
- Removing a team member from your client’s account
- Add a new team member to an accounting firm
- Assigning an accounting firm’s team member to a client
- How to reassign the owner role to your client’s account
- How to edit team members’ client assignments, permissions and roles
- Removing a team member from a firm’s account
- Managing team members’ access to your firm’s bills, payments, and settings
- How to add a collaborator from outside your firm to a client's account
- My team member added a new client. Will the client show up on my clients dashboard?
- I invited a new member to my firm’s account but they are not visible in my “Team” Dashboard. Why?
- Why can’t I see the “Team” tab on my dashboard?