Invite your team
Add employees to your firm: they share your clients and your plan, each with their own account.
A firm is made of an administrator (the account that holds the subscription) and employees. Everyone works on the same client list, and every action stays attributed to its author in the activity log.
Invite an employee
- 1Open team management from the Firm page.
- 2Enter the employee's email address and send the invitation.
- 3The employee clicks the link, creates a password and gets immediate access to the firm's files.
- Employees inherit the firm's plan, with no extra per-user fee.
- The Cabinet plan includes 5 users; the Entreprise plan has no limit.
- Only the administrator manages the firm profile, billing and the team; an employee can be deactivated at any time.