➕How to Add or Remove Firm Users in Client Hub
Managing your firm's users in Client Hub is simple and secure. Whether you're adding new team members or removing former staff, follow these steps to keep your team list up to date.
🚀 Adding a New User
Navigate to Manage Practice
From the left-hand navigation menu, click the briefcase icon labeled Manage Practice.
Click + Add User
A blue + Add User button will appear at the top-right of the Manage Firm Users section. Click the button to open the invitation form.
Enter User Details
- Input the new team member's name and email address.
- Choose their role using the Role (Access Level) dropdown — options are Admin, Manager, or Staff.
Send the Invite
- Click Invite to send the invitation.
- The new user will receive an email with instructions to join your firm in Client Hub.
- Until they accept the invite, their name will appear under Pending Invites.
🗑 Removing a User
Go to the Manage Firm Users Section
Locate the user you wish to remove from the list. If the user has the role of Admin, you will need to first change their role to Staff.
Click Remove
- Under the Actions column for that user, click Remove.
- Confirm the removal when prompted.
Note: Only Admin users can manage firm user permissions and send or remove invites.
🕐 Last Activity
The Manage Firm Users screen displays a Last Activity column showing the date and time each staff user was last active in Client Hub. This gives admins a quick way to monitor team engagement without leaving the user management screen.
🔐 Tip: Encourage 2FA
We recommend all team members enable Two-Factor Authentication (2FA) for enhanced account security. You can see who has 2FA enabled in the 2FA Enabled? column.