Everyone in your firm logs in with their own account. Roles control what each person can see and do. Only admins can invite, remove, or change roles for other members.
The Three Roles
- Admin — full access. Can manage billing, invite/remove members, change roles, and access every engagement.
- Staff — operational access. Can work on engagements they are assigned to: upload, classify, message clients.
- Client — limited access. Can see only their own engagements, upload documents, and review their own reports.
Invite a Team Member
- Go to Settings → Team Members.
- Click Invite Member.
- Enter their full name and email address.
- Click Send Invitation. They'll get an email with a link to create their password.
Grant Your Accountant Access
Use the same invitation flow above. Most clients invite their accountant with the Staff role — this gives the accountant access to the reports they need without exposing billing or team management.
Change a Role or Remove Someone
- In Settings → Team Members, find the person in the list.
- Use the role dropdown to change their role, or click Remove to revoke access.
- Removal takes effect immediately — they are signed out on their next request.
Transfer Ownership
If the current admin is leaving, promote another member to Admin first, then have the outgoing admin remove themselves. If you've lost access to the admin email entirely, contact support — we will verify ownership before making any change.