This guide explains how to use the Staff tab to monitor all team members within your firm. The My Staff page allows administrators to efficiently manage all team members within the platform. From this page, you can add new users, assign roles, edit information, and control access permissions across multiple offices. It ensures that only authorized individuals can access sensitive data, supporting firm security, compliance, and collaboration. Administrators can invite new team members, update existing profiles, and maintain a clear overview of everyone’s role and activity. Overall, it provides a secure, organized, and flexible way to oversee user access and maintain operational efficiency.
Staff Table Overview
The Staff Table displays key information for all users, including their email, office associations, name, date added, status, role, and access toggle. It also includes quick-action tools to view/ edit user details or remove a member when necessary.
Using the Search Bar
The Search Bar at the top of the staff table allows you to quickly locate a team member by name or email. This feature is especially useful for firms with larger teams and multiple offices
Adding Team Members
On the right side of the screen, click the blue + Add Team Member button.
To invite a new user. Fill in the user’s name, email, which office they belong to, and permission level then send the invitation. This ensures that only authorized individuals can join and access the firm’s dashboard.
The form allows an admin or manager to assign roles, enter user information, and send an invitation. After invite, team members can belong to more than one office and their access can be edited, removed, or resent at any time.
The Permission Level dropdown provides three options for assigning user roles:
- Staff: Basic access to tools and files needed for daily tasks.
- Manager: Elevated access with additional permissions to oversee staff and reports.
- Admin: Full access with authority to manage users, settings, and permissions across all offices.
After you send the invite Your team member will receive an email with a secure link to join their assigned office. Once they accept, they’ll be prompted to create their password and subsequently appear as an Active User in your Staff list.
Editing Staff Information
There is a blue eye icon next to each staff member when viewing a specific staff member, you can view and edit their first name, last name, and permission level and which office(s) they have access to. After making changes, click the Update Staff Member button to save.
What are the next steps?
Once added, staff can begin ordering reports, tracking filings, and managing transactions according to their assigned role and access.
Contacting Support When Chat Isn’t Available
If live chat is offline, you’ll see a note saying chat support isn’t available right now. You can still reach us by sending a support ticket.
To do this, click the Support button in the bottom-left corner of your dashboard. Type a short description of the issue, confirm your email or phone number so we know how to reach you, and choose whether you want a reply by email or phone.
Once you submit the ticket, our team will review it and get back to you during business hours.
