Your firm

Change a teammate's role and switch their access between assigned clients only and all clients, right from the Staff list, with two dropdowns and a Save button.

Use the 'Create a login' option on the Staff page to set a teammate's credentials yourself. They are emailed the details and must set their own password the first time they sign in.

What to do when a teammate's set-your-password invite has run past its 7-day window, and what the "already a staff member" message really means.

A plain guide to every badge on your Staff list and staff detail page, from the amber Invited chip to Active, Deactivated and Removed.

Deactivate a teammate to stop them signing in straight away while keeping all their work, then reactivate them when they return.

Remove a teammate for good: archive their account for your records, end their sessions, and hand their companies and tickets to a colleague.

A teammate set to Assigned clients only sees a company after it is put in their hands, not before. Here is why, and the three ways to give them access.

Bring in a part-time or outsourced MLRO who can sign off AML screenings but cannot see your clients, invoices or revenue. Here is how to add one and what they can do.

Build your own plan or take the full bundle, switch between monthly and yearly, and add or remove modules any time. Changes take effect straight away.

A padlock on a menu row, a company tab or a dashboard button means that feature is not in your firm's plan yet. Click it to open the popup and add the module to your plan.

Add or remove a module or a seat partway through your billing cycle, and the cost or credit is prorated onto your next bill. It stays on the same subscription and the same date, so you never get a second charge.

Update your card, download your invoices, cancel your plan, or resume a plan you set to cancel. It all lives on the Subscription page.