If you have a Practice hub admin role (learn more about the different roles here), you can edit your fellow Practice members' roles and details at any time, as well as assign or remove them from specific clients.
To view all the existing Practice members navigate to the 'Team' tab in your Practice hub. Click on the three dots visible next to the name of the selected Practice member and choose:
'Edit member details' - to change the Practice member's name and phone number or to add these details, if previously not provided.
'Edit practice hub role' - to edit the role of the member within the Practice Hub (Admin or Member).
'Edit default client role' - to edit the default level of permissions of the member across all the clients.
'Remove from practice' - to completely remove the member from your Practice and all assigned clients.
When you click on the name of the specific Practice member, a new screen appears with the details of the member and their roles across different clients. You can perform the following actions here:
Update this member's permissions for a specific client - click on the field with the client's name and select the new permissions.
Remove this member from a specific company - click on the three dots visible on the right side, next to the client's name, and select 'Remove member'.
Assign this member to a new client - click on the 'Assign' button next to the client's name.