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 'Manage Team'.
Following this, click 'Actions' in the top right region of the screen which will reveal another dropdown menu where you can add a 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?
Similar to adding a team member, you'll need to click your profile in the top right followed by 'Manage Team'.
The page of all of your advisors will then be shown. You may click the trash symbol on the right hand side to remove a team member.
Who's on my team?
You can find this list by clicking your profile in the top right > 'Manage Team'.
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