To add new team members from your firm to your Client Hub account:
- Under the Menu Option in the left navigation, click on Manage Practice.
- In the Manage Practice Staff section click the Invite Staff button.
- Enter the team member name, email address and select their access level. Click the Invite Staff Member button. The team member will receive a welcome email that contains a link to login and create a password.
- Once a team member accepts the invite you can manage their client assignments from this same page. Alternatively, you can change their role assignment to Admin, granting them access to all clients and the ability to change practice settings.
To remove a staff member from your Client Hub account:
- Under the Menu Option in the left navigation, click on Manage Practice.
- In the Manage Practice Staff section, for user with the role of Staff choose the blue Remove Staff Member link under the Actions column. If the user role is Admin, you must first change their role to Staff before you can remove them.