Guides · Team
Team
Invite your colleague
Add members so the practice shares one queue — not parallel spreadsheets.
Owners manage the practice
Open Settings (owners only). Add a member with email, name, and role: Professional or Staff.
They sign in with that email. Share one Attention Home and one engagements list.
Keep ownership clear
Assign an owner on each engagement so filtering by owner stays useful as the team grows.
Practice and Firm plans are for shared seats; Solo is for one professional.
Who can see and change what
Owner: Settings, plan, invites, and all records. Only an owner can pay for the workspace.
Professional: clients, engagements, invoices, import — the working book. Not Settings or checkout.
Staff: tasks, notes, and documents on jobs they can open. They do not see outstanding, Billing, pipeline, or Reports. They cannot create clients, import a tracker, raise invoices, or open Settings checkout.
There is no separate finance or read-only role yet. Invite Staff when you want help on the work without opening the till.