Manage your team
Invite colleagues and assign their firm roles.
On this page
Invite a colleague
- Open Settings → Team.
- Select Invite Team Member.
- Enter the colleague’s email and choose the appropriate firm role.
- Check the details, then select Send Invite. This contacts that person by email.
- Check the invitation or team list for the result.
If you can see the list but cannot invite someone, your role may allow viewing Team without allowing invitations.
Invitation fields
| Field | What to enter |
|---|---|
| First Name / Last Name | The colleague’s name. |
| The address that receives the invitation. Check it before Send Invite. | |
| Phone | An optional phone number. |
| Role | The access this colleague will have in your firm. Check the role’s client scope and grants before inviting. |
Sending an invitation does not assign the colleague responsibility for particular clients. Make those assignments on the client or Entity separately.
Assign a role
From Team, open the colleague’s available role control, choose the appropriate firm role, and save the change.
A role change affects what that colleague can do. Only a Partner can assign Partner or change a Partner’s role. The firm must keep at least one active Partner.
Configure the roles
A Partner manages role definitions in the separate Settings → Roles section. Follow Set up Roles to choose what each role can see and change, or follow Create a Senior role for a step-by-step example.
Check client scope and commercial access
Review the role’s client scope and commercial access before assigning it. A colleague’s role affects which clients and financial information they can access.