Keep your firm’s details, clients, and team access up to date from one centralized place. Here’s what you can do in Firm Settings.
Where to Find Firm Settings
From your Firm Dashboard, click Firm Settings in the left-hand menu. You’ll see three tabs:
- General
- Clients
- Colleagues
General Tab: Manage Your Firm
In the General tab, you can update:
- Firm Name
- Firm Website
- Firm Logo
- Firm Mentions (notification name used in client views)
Clients Tab: Manage Client Accounts
Use this tab to see and manage all your firm’s clients:
- View a full client list
- Add or edit client names and logos
- See total transactions, vendors, and connections per client
- Check for connection issues (look for an orange X icon)
- View and manage which team members have access to each client
- Update permissions or remove team members from a client
Connection issues can be fixed by reconnecting the client’s accounts directly from the client’s dashboard.
Colleagues Tab: Manage Team Access
Here you can:
- Add new team members
- Assign firm-level roles
- View each team member’s client access
- Adjust roles or remove users as needed
How to Add a Team Member
Click Add Colleague, then enter:
- First and last name
- Work email
- Firm role
Roles Explained:
- Associate: Can view assigned clients only. Cannot add users or clients.
- Account Manager: Can add clients and manage user access for assigned clients.
- Admin: Full access to firm settings, billing, users, and clients.
To remove a team member, click the three-dot menu on their card and select Remove. This revokes firm and client access.
Need help managing your firm or user access? Just reach out—we’re here for you!