Manage subaccounts and distinguish who is working, which clients are assigned and which actions require the administrator PIN.
Access and permissions · Manage people · Review assignments and activity
Administrator and subaccounts.
Open My account → Team from the administrator session. No selected client is required. This screen manages team members; a subaccount works within its permissions and does not manage others. If Team is missing, check your signed-in identity.
The administrator uses their PIN for access and operations that require it. Subaccounts sign in with their own email and password after invitation. Do not share administrator access for someone else to work. If initial setup appears, complete name and PIN and repeat it before creating the administrator.
Complete name, a four-to-six-digit PIN and its confirmation. Review the creation notice before managing the team.
Enter the administrator PIN in the relevant field; it accepts four to six digits. Valid format does not prove correctness. If attempts or blocking are reported, do not keep retrying: use recovery.
Invitation, editing, PIN and state.
Under New subaccount, complete name, email and colour. Check the staff member’s email; it is not a client email. Enter the administrator PIN before Create and send invitation.
Correct the indicated fields before retrying. A format notice does not create a subaccount.
Check the notice and the person’s list state. They open their invitation, set their password and then sign in with their email; if the link no longer works, ask the administrator for another. An invitation can be pending while the subaccount already exists. If email failed, check the address and use Resend invitation when shown; do not create another person for the same case. Sending does not prove first sign-in.
Use Edit beside the correct person, change name or colour and click Save with the required PIN. Colour helps recognise authors; changing it does not reassign clients. Cancel discards the open edit.
Change PIN is shown for the administrator. Complete the new PIN and save using the current PIN. If forgotten, I forgot my PIN lets you confirm identity using the account password or Google before setting another; a subaccount password is not a substitute.
Follow identity confirmation and then the new PIN screen. If authentication fails, review the notice; it does not mean the PIN already changed.
Unassigned clients and transfers.
The administrator can choose everyone, a profile or Unassigned in the view selector. This changes visible data rather than responsibility. A user profile sees its permitted data; an empty list may result from that scope or filter.
Open the correct Clients record and review Assigned to. The administrator selects the responsible profile and checks the notice. If Unassigned is shown, choose an active profile; selecting a client in a tool bar is a separate action and does not perform this assignment.
The administrator can locate it through Unassigned and decide which profile should receive it. Do not assume a subaccount automatically sees it. If the record is missing, create or open the correct record before assigning.
Deactivate stops that subaccount’s access. If it has clients, the form asks where to transfer them: choose an active profile or Unassigned and review before Deactivate and transfer clients. Cancel preserves the state. Activate enables the person again; do not assume it automatically returns transferred clients.
Review Team activity and its profile filter. Use Show more when available to expand displayed history. Check person, action and date; changing this filter does not modify clients. If loading fails, reopen before concluding no activity occurred.
Changing a view does not reassign clients. Check the profile, notice and actual assignment before closing.
