Members are individuals who require an email address and can be invited to access the portal at any time. They are typically active participants in the workspace and can interact with shared content once access is granted.
Members may include individuals such as family members, accountants, financial planners, lawyers, or other relevant professionals. You have the flexibility to grant or restrict portal access for each member when adding them. For example, access might be provided to a spouse, accountant, or lawyer, while it may be withheld from dependent children.
Contacts, on the other hand, are individuals or organisations who do not have portal access. They are added to the system for tracking purposes only. If needed, contacts can be converted to members later to enable access,
Note: Organisations cannot be granted portal access. Additionally, staff assignments within your portal cannot be modified.
To add a Member:
- First, navigate to 'Members & staff' from the left-side navigation menu
- You'll land on the 'Members' area, Click the 'Add' button
Enter the member's name, their relationship to the client, and their permission level — all fields are mandatory. Then click either 'Add and send invite' to immediately send an invitation, or 'Add' to save the member without sending portal access (an invitation can be sent at a later time).
Permission Levels
None: Can log in but cannot view any content within the client's portal.
Read Only: Can log in and view all items within the client's portal, but cannot make any changes.
Full: Can log in and has full access to view and edit all items within the client's portal.
Custom: A drop-down list will appear, allowing you to customise the team member's access level for each item within the client's portal.
- A success message will populate, the member will be added.
Add a Contact (Individual or Organisation) without access
Individual
- First, navigate to 'Team' from the left-side navigation menu
- Select the 'Contacts' tab, and click 'Add'
- Enter the individual's first and last name, and their relationship to the client (required). Then complete the remaining fields (as needed), including Middle Name, contact details (email / phone) and address/es.
- A success message will populate, the member will be added within the Contacts section.
Note: if an email address is supplied, the individual can be invited to access the client's portal at any time by selecting 'create member').
Organisation
- Click the 'Organisation' toggle and enter the Organisation name, Relationship to client (required). Then enter details into the remaining fields (as needed), including a contact name, organisation type, contact and address details, and click 'Add'.
- A success message will populate, the Organisation will be added within the Contacts section.