Teams

Teams let advisory firms manage access in bulk instead of one person at a time. Create a named team (e.g. "Tax Team," "Month-End Crew"), add members, and assign the team to one or more businesses — every member then inherits access to those businesses automatically. Teams live in the /settings Practice Management section and complement direct per-member assignments managed on the Staff page.

Key capabilities

• Named teams with an optional description
• Team cards showing live member count and business count
• Team detail view with separate Members and Businesses tabs
• Add or remove members from the firm's staff list
• Assign or unassign businesses to grant/revoke access in bulk
• Automatic access propagation: team assignment grants every member access
• Delete team with a clear warning about access loss
• Reorganize rosters at any time without touching individual permissions

How it works

Access flows from member → team → business, so editing a roster instantly updates everyone's reach.

flowchart LR
  member["Staff member"] --> team["Team"]
  team --> bizA["Business A"]
  team --> bizB["Business B"]
  member -.->|"auto access"| bizA
  member -.->|"auto access"| bizB

How to use it

1. Open Settings > Teams.
2. Click Create Team, give it a name and optional description, and save.
3. Open the team, use the Members tab and Add Member to add staff from the firm.
4. Switch to the Businesses tab and Add Business to assign the team to clients — all members get access immediately.
5. Remove a member or business with the row's X to revoke access just as quickly.
6. Use Delete (in the team detail header) to remove a team entirely; confirm the access-loss warning.

Pro tips

• Teams shine for firms with many staff — per-business assignment doesn't scale past a handful of people.
• Organize by function (Tax, Bookkeeping, Advisory) or by client segment (Small Business, Enterprise) — whichever maps to how you staff work.
• When someone leaves, remove them from the team to revoke all team-granted business access at once.
• A member can also have direct business assignments (Staff > Manage access); team access stacks on top of those.
• Deleting a team only removes access that was granted through that team — direct assignments and other teams remain intact.

In-depth guide

Members, teams, and businesses

A team is a join between staff members and businesses. Members are pulled from the firm's existing staff (owners, admins, members), and businesses are pulled from the firm's client list. The team's member and business counts on the card reflect the current roster and assignments.

How access propagates

When a team is assigned to a business, every current member of that team gains access to that business. Access stays in sync as the roster changes:

• Add a member later → they immediately inherit all of the team's businesses.
• Add a business later → every member immediately gains access to it.

This is why teams are the recommended way to manage access at scale.

Direct vs team-based access

A member's effective access is the union of their direct assignments and every team they belong to. On the Manage access modal, businesses reached only through a team are labeled "(via team)."

Team detail view

Opening a team shows two tabs whose headers display live counts:

The card grid on the main Teams page mirrors these as member count and business count so you can gauge size at a glance before opening a team.

Deletion behavior

Deleting a team removes the access it granted: members lose access to businesses that were assigned only through that team. Access those members hold directly, or via another team, is unaffected. The UI warns about this before deleting.

Roles still apply

Teams scope members to businesses. Owners and admins already see all businesses regardless of team membership, so teams are primarily a tool for organizing member-level access.

Audit implications

Team creation, roster changes, business assignments, and deletions change who can see client data. Pair Teams with Settings > Audit Log when you need a record of access changes for offboarding or SOC reviews.

Edge cases

• The Add Member / Add Business pickers exclude people and businesses already in the team.
• An empty team (no members or no businesses) grants no access until both sides are populated.
• If no firm is selected, the page shows a "No firm selected." placeholder.