Your firm's partners are the advisors who do the client work; your team members are the internal staff who manage the firm portal. As a firm admin, you add and remove both from your firm portal. This guide covers managing your people.
💡 Tip — Who can use this For firm admins, on your firm portal.
Quick reference
| Step | Action |
|---|---|
| 1 | Add or remove partners and team members |
Step 1 — Manage your people
From your firm portal, the Partners and Team sections let you manage your firm's people.
Adding partners — you can either:
- Assign an existing unassigned partner to your firm (a partner already in the system but not yet belonging to a firm).
- Invite a new partner by name and email — they receive a magic-link invitation to join your firm.
Adding team members — invite internal staff (firm admins) to help manage the firm portal.
Removing members — remove a partner or team member from your firm when they leave or move on. This revokes their firm-scoped access.
📝 Note — Partners appear on client engagements Partners you add to your firm can then be assigned to your firm's client workspaces by a platform admin during onboarding approval. Adding them to the firm is the prerequisite; assignment to specific clients is a separate step.
💡 Tip — Keep your roster current Remove partners who've left so they can't access client data, and add new ones promptly so they can be assigned to engagements. A current roster keeps your capacity counts accurate and your audit trail clean.