Set up · Team
Who is here.
4 of 10 in use
6 free.
- Maria Reyes — youOwner · can change everything in Set up
- James TateMemberSee what James Tate sees not in this demoWorks in the live app. Nothing in this demo writes.
- Ana LópezMemberSee what Ana López sees not in this demoWorks in the live app. Nothing in this demo writes.
- Ravi PatelMemberSee what Ravi Patel sees not in this demoWorks in the live app. Nothing in this demo writes.
Not yet
Adding someone to your team
Inviting someone is being built. Adding a person gives them a way into everything your firm keeps here, so it is being built with the checks that go with that — and until those are done, we put people on for you.
On their row
Taking someone off
Take someone off from their own row. Their way in ends the moment you do it and their seat frees up — and everything they wrote stays with your firm.