Team and settings

What it is for: bringing your staff into the firm and configuring how your practice runs.

Add a team member

1. Open Team.
2. Invite a staff member by email and set their role.
3. They receive an invitation to join your firm.

Settings

1. Open Settings to manage your firm’s configuration.
2. Adjust preferences for how your firm operates in the portal.

Roles

• Owner manages the firm, team, and settings.
• Staff work with clients on their assigned engagements.