You can create user accounts and manage their roles, organizations, and firm associations from the admin console. This guide covers user management.
💡 Tip — Who can use this For platform admins, under Users.
Quick reference
| Step | Action |
|---|---|
| 1 | Create users and adjust their role/org/firm |
Step 1 — Manage users
Go to Users. You can Create New User with an email, full name, role (client, partner, firm_admin, or admin), optional organization, and (for partners/firm_admins) a firm. The table shows all users with their name, email, role, organization, and firm.
Per-user inline controls let you change a user's role, assign an organization, or assign a firm (shown only for partner/firm_admin rows).
📝 Note — Role changes affect access Changing a user's role changes what they can access (e.g. promoting to admin grants console access; demoting to client restricts them to the client app). The role is the primary access control.
💡 Tip — Assign org/firm when you set the role A user's role is most useful with the right organization or firm assigned. When creating or editing a user, set the role and its associated org/firm together so they land in the right workspace.