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Control what your team can see and do.

Give every teammate a role, then choose exactly what they can do: prevent deletes, hide the entities and clients that should stay private, or set them to view-only access.

Manage Team Access
Who can open which clients
Search team or clients5 members
SC
Sarah ChenOwnerRuns the practice.
All clientsBy role
JK
James KimAdminManages the team and access.
All clientsBy role
MR
Maria RodriguezMemberWorks the clients you grant.
No access to 3Wilson TrustHartwell GroupKeswick Family
LS
Leah SuttonMemberWorks the clients you grant.
No access to 6Hartwell GroupVance HoldingsAmbrose Trust+3
AO
Alex OseiViewerRead-only access.
No access to 2Wilson HoldingsWilson TrustView only
Owners and admins always have full access214 clients
See Team Access Control in action

Set up your team the way you run your practice.

Give each person a role and the access that fits what they do, so it matches how your business actually runs. Four roles set the baseline, from full control to view-only, and you tailor it from there.

Owner
OwnerRuns the practice. Sees every client and has full access to everything, including billing and managing other owners.
Admin
AdminManages the team, access, and all client work, right alongside the owner.
Member
MemberWorks the clients you grant them. You choose what they can create, edit, delete, and archive.
Viewer
ViewerOpens the clients you grant, read-only. They can look, but cannot change a thing.

Set the rules once, then refine per client.

Pick a teammate to see exactly what their seat can do and which clients are off limits. Refine it anytime, right down to a single household. Entire entities can be hidden from a teammate completely, whether they are related parties or sensitive, confidential clients the rest of the team is intentionally kept out of.

Team Member Access Control
What they can do in the TerminalLimited access
Off limits1 client
Wilson Trust
Showing access for Maria Rodriguez, Member.

Every access change is on the record.

Access grants, role changes, and revocations are all logged with who did it and when, so you always have a clean trail when an auditor asks.

Access activityAudit log
  1. SC

    Sarah Chen granted Maria Rodriguez access to Wilson Holdings

    Today, 9:14 AM
  2. JK

    James Kim added Priya Shah to the team as a Member

    Yesterday, 4:02 PM
  3. SC

    Sarah Chen changed Alex Osei to Viewer, read-only

    Mar 2, 11:20 AM
  4. JK

    James Kim revoked access for a departing teammate

    Mar 1, 8:47 AM

Access you can trust as you grow.

As your team grows, the rules stay tight and the right people see the right clients. Built to flex from a simple team of two to an extensive team of twenty-two.

Set once, refined per clientRoles set the baseline, then you tighten access right down to a single household. The people who should see a sensitive relationship do, and no one else.
Owners and admins see every clientThey see every client by hierarchy, so no one running the practice is ever locked out. Everyone else is granted the clients they need, one at a time.
Every access change is loggedGrants, role changes, and revocations are all recorded with who did it and when, so you are always ready for an audit.