Your firm

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.

The Plan and usage screen shows two simple gauges: how many team-member seats and client slots you have used, and how much room is left.

When a plan gauge is full, adding a new teammate or client by hand is blocked. Here is the message you see, what is and is not blocked, and how to make room.

Your firm's own plan is changed for you rather than through a self-serve button. Here is why, and how to ask for a bigger plan.

Read the Subscriptions dashboard: the On free trial, Active plans, Past due and Not started tiles, and what each client row is telling you.

Plain-English meanings for every client subscription status: Not started, Trialing, Active, Past due, Paused, Canceled and Expired, plus the Change requested flag.

Manually set a client's paid plan live when they pay you by bank transfer, choosing the plan, billing cycle and paid-through date, with no card ever charged.