Managing Your Team
The Team tab is your central hub for adding staff members and managing their permissions within your firm.
Inviting New Members
To add a new member to your firm:
Navigate to the Team tab.
Click on Add New Users.
Enter the user's email address.
Select the Companies you want them to access.
Set their Permission Level for those specific companies:
Full: Complete access to all company features.
Partial: Access to specific modules.
Limited: View-only or restricted access.
Admin Portal Access: Use the toggle at the bottom if you want this user to be able to manage the firm’s administrative settings.
Click Send Invitation.
📓 New invites will appear in the "Pending" section of the Team page until the user accepts.
Updating Permissions
You can modify a user's access at any time once they have accepted their invitation. Simply select the individual from your active list to toggle their permissions on or off.
Client Management
The Clients section allows you to see a bird’s-eye view of your firm’s portfolio.
View Authorized Users: See which team members are currently assigned to a specific client account.
Modify Access: Quickly add or revoke access for firm members on a per-client basis.
User Groups
To streamline workflows, you can create User Groups (e.g., "Bookkeeping Team" or "Customer Success").
Purpose: Groups allow you to assign multiple team members to client accounts simultaneously rather than adding individuals one by one.
Privacy: You can choose whether these groups are anonymized or visible, depending on your firm's preference for client interaction.
Resources & Support
At the top of your Admin Portal, you will find a dedicated section for:
Product Announcements: Stay up to date with the latest features and fixes from the Puzzle team.
Resources Center: Access documentation and help guides.
Product Demo: Use the built-in demo tool to showcase Puzzle’s capabilities to prospective clients or new team members.