Open settings
ACCOUNT WORKSPACE

Team, Roles & Clients

Manage the team access setup your Pro workspaces will use for owners, operators, accountants, client viewers, and external reviewers.

team access setup invites coming soon Pro gated
0Visible membersCurrent signed-in account only
0Pending invitesInvites coming soon
0Shared clientsClient directory coming soon
0Role templatesTeam access setup
DevicePreference modeLens only, not team data

Members

The current page shows the signed-in account and keeps team members unavailable until collaboration is connected.

session

Role Templates

Role definitions for app permissions. These are not assigned team records yet.

draft access plan
Role Can do Cannot do Typical apps

Client Workspace Setup

Clients should become reusable across Payroll, Books, Tax, HR, Legal, Property, and Trade once shared client sync is connected.

account save coming

Client records

0 synced

Shared client records and workspace membership are needed before this page can list companies.

App access

set up

Access settings should decide which clients can open Payroll, Tax, Books, Vault, and export packets.

External reviewers

not active

Accountants, lawyers, contractors, and clients need scoped views before inviting them into Pro data.