Team and roles

1. Press Settings, then Team.
2. Type their work email and choose a role.
3. Press "Send invitation".

The invitation lasts 48 hours. You can resend or cancel it from the same page.

• Partner: everything, including firm settings, charts, team, credit and Memory approvals. Only a Partner makes or changes another Partner.
• Admin: the same as a Partner, except making, changing or removing a Partner.
• Accountant: add clients and jobs, upload files, answer questions, review and mark jobs final.
• Viewer: sign in and look. Can't create or run jobs.

Everyone in the firm sees all the firm's jobs on the Jobs page. Your own jobs come first, marked "Yours", then the most recently updated. To narrow the list, choose "My jobs", a client, a job type or a status. The filters combine. "Clear filters" shows everything again.

Partners and Admins press Settings, then Staff. Each person has their jobs, how many are done or open, the agent time and the transaction lines, for the last 30 days, 90 days, 12 months or all time. Press a name to see that person's jobs, and press a job to open it. A job counts for the person who started it. Accountants and Viewers don't see this page.

On Settings, Team, change the role in the drop-down or press "Remove". A removed member loses access at once and is signed out. Their jobs and answers stay, with their name. A firm always keeps at least one Partner.

No. One person belongs to one firm. An email already in another firm can't join yours, so use another address.

It was cancelled, it expired after 48 hours, or it was for another email. Check the email you're signed in with, and ask a Partner or Admin to send a new one.