The Practice hub is a designated area within Apron designed to help practices manage their teams and clients. It increases control and visibility over client relationships, team assignments, and overall practice operations.
Key features
Unified interface: View all your clients in a single, streamlined interface.
Manage team: As an Admin, you can view all practice members and their assignments. You can quickly assign or unassign members to specific clients.
Manage permissions: As an Admin, you can set a default client role for each practice member, which determines their permissions for each assigned client. You can also customize roles for individual clients as needed.
Practice hub roles
Two predefined roles control what users can see and do within the Practice hub.
Practice hub admin: Users with full visibility and management capabilities in the Practice Hub, including the ability to manage all clients, practice members, and subscriptions.
Practice hub member: Users primarily responsible for performing payments and bookkeeping actions for their assigned clients.
The user who creates a practice account is automatically set as a Practice hub admin. By default, any user added to the Practice Team is assigned the role of Practice hub member. Any Admin can update the role of any member of the Practice Team. However, each practice must always have at least one Practice hub admin.
To keep things secure we recommend limiting the number of Admins per practice.
Practice hub admin
Admins have full permissions within the Practice hub, including the following capabilities:
Manage Clients: Admins can invite clients by adding them from the Practice hub. They can also disconnect clients from their practice. Admins also have full visibility and can view all clients, whether assigned or not.
Manage Team: Admins can invite members to the Practice Team in Apron, remove their access, and change their roles and permissions.
Manage Assigned Clients: Admins can assign clients to any member of the Practice Team and set their Client Role.
Manage Subscriptions: Admins can manage clients’ plans, practice billing details, and decide whether fees are billable to the practice.
Please note, Admins can view and access the account of every client connected with the practice; however, they must be assigned to a client to perform payments and bookkeeping actions.
Practice Hub Member
Members primarily perform payments and bookkeeping actions for the clients they are assigned. Within the Practice hub they have the following capabilities:
Access Client Accounts: Members can view all assigned clients in the Practice Hub and perform actions based on their Client Role. Members cannot view or access unassigned clients.
View Admins: Members can see all Practice Hub Admins via the Team section, but cannot see other Members.
Client roles
The specific payments, bookkeeping, and administrative actions a user can perform are determined by their client roles.
To maintain consistency, each practice team member is assigned a default client role. This set of permissions is automatically granted for each client they’re assigned. As needed, a user’s client role can be updated on a per-client basis in the Practice hub team section.