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

1. Navigate to the Manage Practice Section

   • From the left-hand navigation menu, click the briefcase icon labeled “Manage Practice.”

     Click “Invite Staff”

   • A blue + Invite Staff 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 access level (Admin or Staff).

     Send the Invite

   • Click Send to dispatch the invite.
   • 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

1. 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 Staff”

   • Under the Actions column for that user, click Remove Staff.
   • Confirm the removal when prompted.

Note: Only Admin users can manage firm user permissions and send/remove invites.

🔐 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.