Gestire il team
Assign roles, set access, and control account permissions.
Diritti di accesso dei dipendenti
Control what each team member can see or do in the portal.
Ruoli di sistema di proprietario, amministratore e dipendente
Learn the difference between team member roles and how to manage their permissions and access levels.
Aggiungi membri del team
Assign access rights, manage licenses, and onboard new employees.
Access & Assignees Guide
Ensure clear clients, tasks, and projects ownership across your team.
Account accesso per i membri del team
Concedi ai dipendenti l'accesso al client accounts .
Request & grant account access for team members
Team members can request access to accounts or pipelines, and authorized users can approve requests.
Aggiungi ed elimina account seguaci
How to make team members receive notifications about the account’s activity.
Assegnare fatture ad altri membri del team
Allow team members to create and assign invoices to one another.
Modifica i dati personali dei membri del team
Firm owners and admins can edit personal and login details for any team member.
Visualizza la vista di sola lettura del portale di un dipendente
Firm owners and admins can view an employee’s portal in read-only mode to provide support or verify access.
Ricicla l'indirizzo email di un membro del team
Update a deactivated team member’s login details to repurpose their email address for another team member.
Reimposta e modifica la password dei membri del team
Firm owners and admins can reset or change a team member’s password.
Disattiva e ripristina i membri del team
Free up licenses or restore them when needed.
Change the firm owner
Transfer firm ownership by updating the owner’s login email.