How do I set up my users?

The account Owner has full administrative rights. They can access all areas, including billing and subscription management (via Stripe). Typically reserved for firm principals or practice owners. They can add additional users if required.

- Go to Settings cog (top right) -> Users -> Add User.

- In the New User pop-up box, enter the user name, email and role

For each user, you must enter:

-         First name

-         Last name

-         Email address

-         User role (Administrator or Staff)

Once saved, the new user will receive an invitation to join via email.

Tip: It’s best to set up your users before importing clients. This allows you to assign Account Managers via the import template more efficiently. Note: any service managers need to be added manually within the App.

If you select an existing user, you can resend the invite or delete.

Each new user can be assigned one of two access levels:

Administrator

Can access all settings except billing. Suitable for operations managers or senior staff responsible for task setup and user management.

Staff

Cannot access any system-level settings, user management, or billing. Can view and manage tasks, clients, and notes within the app.

These levels determine what each user can see and do within the system. Setting up users early ensures that they can be easily assigned to clients using the import template and subsequently when allocating or reallocating tasks.

- Click Save