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Share access and manage team members
Permissions are managed at the client level and automatically apply to all projects under that client.
Team member roles include:
- Ownerscan create projects within the client
- Collaboratorscan access existing projects but can't create new ones
To manage team member access:
- Go toClientsin the navigation panel.
- SelectViewfor the specific client.
- Go to theSettingstab.
- From theTeam membersmenu, you can:
- Add users- Grant new team members access to this client and all its projects
- Remove users- Revoke access from team members
- Edit user roles- Change between Owner and Collaborator roles
important
- Only client owners or firm admins can manage team member access.
- Adding a user to a client automatically grants access to all projects underneath.
- Projects inherit permissions from their parent client.
- You can't manage permissions at the individual project level.
- Ready to Review supports multi-user access by default (no automatic lock-out feature).
This article applies to:
- Product: CoCounsel
- Audiences: Tax professionals
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Set up Clients and Projects
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