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How to Manage Your Team Members

Add or remove team members from the Accountant Platform

Updated over a week ago

If you're using Coconut's Accountant Platform, you'll have the option to add and/or remove team members from your practice's account.

How do I add a team member?

To add a team member, simply head to the Accountant Platform > Click your profile image in the top right corner of the screen to reveal a dropdown menu > Click 'Add Team Member'.

From here, you can enter the team member's email address or the email address you'd like to provide access to. Please note that the team member will gain access to all of the client's that belong to your practice.

How do I remove a team member?

You can remove a team member from access to your clients by emailing [email protected].

Who's on my team?

If you would like a full list of all of your team members on Coconut's Accountant Platform, please email the team at [email protected].

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