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Editing Firm Details

To edit your firm's details you must be logged in as an Administrator or an Owner.
From the anywhere in reportance, navigate to 'Admin Centre' from the navigation menu in the top right corner.


From here you can access many different Admin Settings. This article will focus on the Firm Settings as shown below: 

There are three different components to firm details:


Offices 

Offices are for different registered entities. I.e each entity has it's own ABN and reporting name.  Generally, they represent physical office locations or different parts of a business such as Audit and/or Tax & Accounting. This will depend on your individual organisation structure. For example; Brisbane office, Sydney office, etc. 


For more information on managing offices see knowledge article on Managing a Firm's Offices.


Teams

Teams are for different teams within an office. In the traditional accounting firm, each partner forms a separate team. Note that a team can only belong to one office and is generally the main office of that team even if there are team members from different offices. 


For more information on managing offices see knowledge article on Managing a Firm's Teams.


Users

Users represent individual users and their login. A user can be assigned to both an Office and a Team. There is no limit to how many offices or teams a user can be added to. 
    

For more information on managing offices see knowledge article on Managing A Firm's Users.


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