Adding a New User

Invite employees and other team members from Settings > Users. You need permission to manage users. A team invitation gives access to the firm app; clients use the client portal instead.

Invite team members

1. Open Settings > Users and click Invite member.
2. In User invite, enter the person’s Email and choose their Role from the available options.
3. For a Standard member on a plan with client access controls, choose All clients or Selected client groups under Client access. If using groups, select the groups they should see.
4. Click Add another to invite more people in the same batch, with a role and access choice for each.
5. Click Invite to email the invitations.

Each person follows their invitation to join your firm. Review roles and permissions before choosing access for a new employee or intern. Assigned clients only is configured on the member’s profile after they join, rather than in the invitation form.

Manage pending invitations

Click Pending invites at the top of Settings > Users to see invitations that have not been accepted. Use the invitation’s row menu to Resend it or Delete it if it is no longer needed.