Roles and Visibility
Admins manage the firm and see Private clients; Members access Firm-shared clients. Set visibility when creating or editing a client.
| Role | Typical access |
|---|---|
| Admin | Firm settings, team invites, all clients including Private |
| Member | Firm-shared clients assigned or visible to members |
Visibility
Section titled “Visibility”| Setting | Who can access |
|---|---|
| Private | Owner and firm admins |
| Firm-shared | All firm members |
When creating a client, the UI explains: Private: only you and firm admins. Firm-shared: all firm members.