Add or remove people at your firm

Steps

1. 1

   Step 1: Open All my clients and the Team tab.

2. 2

   Step 2: Type their email under Add someone by email, pick Staff or Admin, and press Add. Without an account yet, they get an invitation and join when they sign up with that email.

3. 3

   Step 3: To make someone a lead, select clients on Clients and press Assign lead in the bottom bar.

4. 4

   Step 4: To change a role or take someone off the team, press the menu on their row and choose Make an admin, Make staff or Remove from the firm, then confirm.

Good to know

• Removing someone ends every seat the firm gave them, with their tokens, approvals and threads. Seats a client gave them directly stay.
• Only the firm's owner changes roles; admins can remove staff.

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