Team members are people who help operate your practice workspace: practice managers, assistants, associate advisors, or other staff. They use their own login, work inside your practice context, and do not receive access to your personal banking system.
Team members are practice operators. They can work client-seat and practice workflows, but they do not own the practice subscription.
What Team Members Can Do
Active team members can:
- View the practice dashboard, clients, pipeline, scenarios, smart lists, and workflows they have access to
- Add clients and prospects to the practice pipeline
- Create deals and scenarios for practice work
- Add notes, reminders, and activity to client records
- Review consultation requests, send and manage client review requests, and manage practice reviews
- View referral activity and scenario-handoff readiness
- Read and update practice scheduling preferences such as the practice timezone
- Invite clients to advisor-paid seats
- Resend, cancel, revoke, assign, and extend client seats
- Update default client-seat duration and the default invitation message
What Stays Owner-Only
Some actions remain limited to the practice owner or a team admin:
- Invite, resend, cancel, remove, or manage practice team members