Team Management

ClerkIQ is designed for accounting teams to work together efficiently. Our team management features make it easy to add team members, assign appropriate roles, and streamline collaboration within your accounting firm.

Team Account Basics

ClerkIQ uses a team-based account model, which means:

• Your firm has a single team account
• You can add multiple team members to your account
• Each member is assigned a specific role with different permissions
• All members share access to the same data and documents within your account

Managing Team Members

Inviting New Members

To invite new team members to your ClerkIQ account:

1. Navigate to the Members section in your dashboard
2. Click the Invite Members button in the top right corner
3. Enter the email address of each person you want to invite
4. Select the appropriate role for each member (explained below)
5. Click Send Invites to send email invitations

You can invite up to 5 members at once. Each invited member will receive an email with a link to join your team.

Accepting Invitations

When a team member receives an invitation:

1. They should click the link in the invitation email
2. If they don't have a ClerkIQ account yet, they'll be prompted to create one
3. After signing in, they can click Join Team to accept the invitation
4. They'll now have access to your team account with the assigned role

Viewing Team Members

The Members page displays:

• A list of all active team members
• Each member's name, email, and role
• When they joined the team
• Options to manage each member (based on your permissions)

Pending Invitations

Below the active members list, you'll find a section for Pending Invites, which shows:

• Email addresses of people who have been invited but haven't joined yet
• When the invitation was sent
• The role they've been assigned
• Invitation status (active or expired)
• Options to resend, update, or delete invitations

Team Roles and Permissions

ClerkIQ offers different roles to help you control what each team member can do:

Owner

The Owner has full access to all features and settings:

• Manage team members (invite, remove, change roles)
• Manage billing and purchase page credits
• Access and process all financial documents
• Configure account settings
• Transfer ownership to another team member

Member

Members have standard access for day-to-day work:

• Access and process financial documents
• Invite new members to the team
• View but not change billing information
• Cannot remove other team members or change roles

Managing Member Roles

If you're an Owner, you can manage team members' roles:

Changing a Member's Role

1. Navigate to the Members section
2. Find the member whose role you want to change
3. Click the menu icon (three dots) next to their name
4. Select Change Role
5. Choose the new role from the dropdown menu
6. Click Update Role to save changes

Removing a Member

To remove someone from your team:

1. Navigate to the Members section
2. Find the member you want to remove
3. Click the menu icon (three dots) next to their name
4. Select Remove from Account
5. Confirm the removal by clicking Remove User from Team

Once removed, the member will no longer have access to your team account.

Transferring Ownership

As the Owner, you can transfer primary ownership to another team member:

1. Navigate to the Members section
2. Find the member you want to make the Owner
3. Click the menu icon (three dots) next to their name
4. Select Transfer Ownership
5. Type "TRANSFER" to confirm
6. Click Transfer Ownership to complete the process

After transferring ownership, you'll remain on the team but with the Member role, and the new Owner will have full control over the account.

Managing Pending Invitations

For invitations that haven't been accepted yet, you can:

Resend an Invitation

1. Go to the Pending Invites section
2. Find the invitation you want to resend
3. Click the menu icon (three dots)
4. Select Resend Invitation

Renew an Expired Invitation

1. Go to the Pending Invites section
2. Find the expired invitation
3. Click the menu icon (three dots)
4. Select Renew Invitation

Delete an Invitation

1. Go to the Pending Invites section
2. Find the invitation you want to delete
3. Click the menu icon (three dots)
4. Select Remove Invitation
5. Confirm by clicking Delete Invite

Leaving a Team

If you want to leave a team (and you're not the Owner):

1. Go to the team's Settings page
2. Scroll down to the Danger Zone section
3. Click Leave Team
4. Type "LEAVE" to confirm
5. Click Leave Team to complete the process

Note that after leaving, you'll need to be invited again to rejoin the team.

Tips for Team Management

• Plan your team structure - Decide who needs Owner privileges and who should be a Member
• Use clear team names - Choose a descriptive name for your team account to help members identify it
• Add a team logo - Upload your firm's logo to make your team account easily recognizable
• Regularly review members - Periodically check your team members list and remove access for those who no longer need it
• Be selective with Owner role - Limit the number of Owners to maintain better control over your account

Need Help?

If you have any questions about team management or encounter issues with invitations, our support team is available to assist. Contact us through the support chat in your dashboard or email support@clerkiq.com.