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Managing a Firm's 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.  


Adding a Team

Clicking into the teams section will show you a list of your current offices. Here you can add, edit any different teams your firm may have.



Add New Team
To add a new team click 'Add Team' and complete the details. An example is shown below. 



Note: 

Each team must have at least one 'Admin' and 'Manager'. 

It is recommended that the Administrator is the same as the owner/administrator the firm was set-up with.  

It is recommended that the manager be the person responsible for the team. Generally, this is a partner or principal. 


To add a user, click on 'Add User' and complete the details, before clicking save. 



Editing a Team

To edit an existing team simply click on the team and you will be taken to the Team details screen where you can edit the team. 
After making the required changes click the save and close button. 



Deleting a Team

Note: 

Deleting a team cannot be reversed and is final. 


To delete a team simply click on the team and you will be taken to the team details screen where you can delete the team. 
Select the 'Delete' button from the bottom right-hand corner as shown below. 


 


A confirmation box will be displayed to confirm the action. 



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