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Team members: inviting, removing and roles

Invite colleagues, remove them, and who can do what.

Written by Toon

You can give your colleagues access to your firm's portal.

  1. Open Team in the portal menu.

  2. Under Invite a team member, enter your colleague's email and pick their role. Then click Create invitation (Accountants) or Send invite (Real Estate and Bookmakers). We email them an invitation. They accept by signing in with Google, Microsoft or an emailed sign-in link. The invitation works once. It expires after 7 days on Accountants and 14 days on Real Estate and Bookmakers.

  3. To remove someone, click Remove next to their name in the team list. They lose access straight away.

Roles and who can do what

  • Accountants: Owner, Compliance officer and Staff. Owners and compliance officers can invite and remove people. Only the owner can add funds.

  • Real Estate: Owner / licensee, Compliance officer and Sales. Owners and the compliance officer can invite people. Only the owner can remove people or add funds.

  • Bookmakers: Owner, Admin, Member and Clerk. Owners and admins can invite people and add funds. Only the owner can remove people.

On every portal, only an owner can make someone else an owner.

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