Manage Staff roles, tiers and invitations

Before you start: You need permission to access firm settings. Changing Subscription Tier also needs permission to manage the subscription, and Firm Permission Role changes follow the hierarchy shown on the page.

Update a Staff member

1. Select Settings in the sidebar, open Team, then select Edit.
2. Change the Staff member’s Firm Role, Subscription Tier, or Firm Permission Role.
3. Select Save.

A Subscription Tier with no purchased seats is disabled. The Firm Permission Roles section below explains which roles you can assign.

Firm Permission Roles

• Owner — Full access including firm deletion and billing management
• Subscription Admin — Settings and billing access
• Admin — Settings access, no billing
• Standard — App access only

You can assign roles up to your current level. Options you cannot assign are hidden from the Firm Permission Role list.

Manage an invitation

1. Find the Staff member with an Invited status.
2. Select Resend to retry invitation delivery, or select Remove and confirm Remove to cancel their access.

A success banner confirms a delivered resend. The Team list updates after removal.

Related

• Invite a Staff member
• Manage your subscription and seats