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Giving team members access to clients
Giving team members access to clients

Standard users

Matt Fox avatar
Written by Matt Fox
Updated over a week ago

If you would like to give certain team members access to specific clients, here is how to do so.

Select your business name in the top left hand side.

Click Settings, Access, Company Users.

Click the three dots on the right hand side and add/remove any organisations accordingly. To add team members, click Invite.

Ensure the team role is set to standard. Click Edit Permissions to change a team members role. Click Save to complete.

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