Getting your team set up in Apron is easy. Here's how to add people and assign roles.
Understanding team roles
Practice hub Admin – Can do everything: manage all clients, add/remove team members, and handle billing.
Practice hub Member – Can work with assigned clients but can't change practice settings or manage other team members.
Every practice needs at least one Admin and we recommend keeping the number of Admins small for security reasons.
How to add team members
In your Practice Hub, click on the Team tab.
Click + Add member and enter their email, name, and (optional) phone number.
By default, the newly added member will be a Practice hub Member. You can update their role to a Practice hub Admin later on under the Team tab.
Choose their default client role, and if they need to handle payroll, tick the Access to Payroll box.
Select which clients this person should work with. You can assign them to all clients or just specific ones.
Click Assign and they'll get an email letting them know they've been added.
Client roles
Admin – Can access everything and pay bills.
Bookkeeper – Can handle documents and transactions, and set up payments for others to approve.
Employee – Can use company cards and upload receipts.
Custom – You choose exactly what they can do.
Managing your team
Changing someone's role or details – Go to the Team tab, click the three dots next to their name, and you can:
Update their details
Change their practice hub role in the practice
Change their default client role
Remove them completely
Giving someone access to more clients – Click on their name to see all their client assignments. You can assign them to more clients, or change their access to specific clients.
Tip: Start with basic access and add more permissions as they’re needed. It's easier to give more access than to take it away.