Invite your team

Add partners, managers and staff, and make sure partners use two-factor sign-in.

1. Go to Team. Under Add a person, enter their name and email and choose a role: partner, manager or staff.
2. They get an email with a link to set their password. Until they open it, they show as Invited.
3. Partners set up two-factor sign-in on their first sign-in. Managers and staff can turn it on from their account page.
4. Assign clients to team members on each client's page, or in the import file.