How do I add, edit, or remove client access for a firm team member?


Client access can be accessed and edited through two paths.
  • If you wish to setup which team members can access a client company, you can manage client access from the Edit Client screen.
  • If you wish to edit access to all of the firm's clients, for a single team member, you can manage client access from the Edit user screen.

 


This article is part of our content on Firm user management.

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