Here’s how to easily assign team members to clients.
Understanding client assignments
Assignment flexibility – You can assign team members to specific clients or multiple clients based on their role and responsibilities.
Role-based access – The specific payments, bookkeeping, and administrative actions a user can perform within a client's account are determined by their client roles.
How to assign team members to clients
Method 1: During team member setup – When adding a new team member:
Select all the clients you'd like to assign to this member.
Click Assign to complete the process.
Method 2: From existing team member management – Go to the Team tab in your Practice hub, click on a team member's name to see their client assignments, click Assign next to any unassigned clients, and update permissions for specific clients as needed.
Method 3: From a client’s account settings – Access the specific client account, go to Settings, then Members, and add practice team members directly to the client account.
Client role permissions
Owner and Admins – Full access to all product features, can pay bills.
Bookkeeper – Can access documents and transactions, perform bookkeeping tasks, and draft payments.
Employee – Can use Apron card, upload receipts, and request reimbursements.
Custom – Set specific payment, bookkeeping and admin permissions.
Updating assignments
From a team member's profile, you can:
Update permissions for multiple clients
Update permissions for specific clients
Remove the member from specific companies
Assign the member to new clients