Puzzle

This guide will help you manage your team, control client access, and utilize firm-wide resources to keep your accounting practice running smoothly.

Managing Your Accounting Firm in the Admin Portal

The Admin Portal lets you manage who in your firm has access to Puzzle, which companies they can see, and at what level. This article walks through adding team members,…

How to manage the Puzzle Admin Portal

Michael Herchen

Resources for accounting partners on Puzzle. Manage client companies, automate workflows, and find answers to common partner questions in one place.

Partner Console

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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