- You'll need OWNER or ADMIN access - Know each person's email address - Have a sense of which role fits each person (we explain below) - Make sure your subscription tier supports the seat count (Accounting Only/Tax = 5 users; All-In-One = unlimited)

- Go to Settings → Users & Roles → click + Invite User - Enter their email and choose a role: - OWNER — you (only one) - ADMIN — operational admin, full settings access - PARTNER — engagement partner, signs off on reports/returns - MANAGER — oversees teams, allocated clients - STAFF — preparer, bookkeeper, or auditor; sees only assigned clients - VIEWER — read-only on assigned clients - Configure module permissions — choose which modules they can see (Tax / Accounting / Audit / etc.) - Click Send Invite — they'll receive an email with a link to set their password - After they sign in, allocate clients to them: open each Client → choose them as assignee - Set their hourly rates: Settings → Billing → Staff Rates — different rates per service type (Tax Prep / Audit / Accounting / Advisory / Admin)

- Permissions are module-based AND client-based — staff only see clients they're assigned to - Performance data is OWNER-only by design; staff see their own work but not firm-wide revenue - Adding someone to a chat channel (#general, #tax, etc.) is separate — do that in Chat after they sign in - Vault access (for shared client credentials) is per-user; they'll need to set up a master password the first time

- Invite email didn't arrive: check spam; you can resend from the Users list - They got locked out after a few wrong passwords: it's our 5-failed-attempt auto-lockout; they wait 15 minutes or you click Force Re-Auth - Wrong role assigned: just edit their user record; clients reassigned automatically

- Set up your firm profile and branding - Connect QuickBooks Online or Xero - (Track time and create invoices — uses staff hourly rates)