Location: Practice Management module > Practice > Team
As an Accountant and Capium Account Owner you can view/edit/add/remove team members.
Refer to the link
Help/Guide:
● You can search for a specific team member using a quick search option available.
● You can filter the list view by team members roles as an accountant and staff
● You can filter the list view by team member’s status as active or Inactive
Invite team members by email address
Watch the video on how to add team members here