Manage which team members can access specific client spaces and control their permission levels. This guide covers adding team members, adjusting their access rights, and removing access when needed.
Did you know?
You can create configuration templates to automatically assign team members to new clients. That helps you save time on client setup and prevents mistakes.
Adding team members
Go to Clients and double-click on a client (or use the three dots menu then click View details).
Open the Team tab.
Click Add member.
Select the team member.
Click Save to confirm.
Removing access
When you remove a team member's access, they will no longer see the client in their list.
Open the client’s details.
Select the Team tab.
Click the delete icon.
Confirm that you want to remove access to this team member.
Important notes
Users can have different access levels for different clients.
Removed users lose immediate access to the client's data.
Access changes take effect instantly.
FAQ
Can I bulk assign users to multiple clients?
Currently, team members must be assigned to clients individually.
What's the difference between Edit and View access?
Edit access allows users to modify client information and documents, while View access is read-only.
Can I temporarily restrict access?
You can either change the access level to View or remove access entirely and reassign later.