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Assign accountancy members across clients

Learn how to efficiently assign your practice team members to client accounts and manage their access.

Marianna avatar
Written by Marianna
Updated over a week ago

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

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