Location: Practice Management module > Practice > Team
You can add/view/update users such as Accountant and Staff in your firm.
Help/Guide:
- You can add/view/update users such as Accountant and Staff in your firm.
- You can see the list of the existing users
- To add a new user, you need to click on Invite Team Member available at the top right-hand side and in the pop-up, you need to provide the details.
- Here you can invite them by email or can import from Google, Office 365 and Slack.
- There is an option to allow/disallow them to web access through a radio button
