Inviting accountant team members
Invite practice teammates from Portal > Team. Pending invitations reserve one of the practice tenant’s two included seats. Use the Accounting built-in role or a custom role appropriate to the teammate’s practice-level duties.
A practice membership does not automatically create memberships in linked client tenants. Client access is checked per tenant, and the current UI has no assignment matrix for granting one practice teammate a selected subset of clients. The initiating accountant is added to a newly provisioned client as accountant; other teammates require a separate client-tenant membership before they can switch into that client.
Do not assume that a practice-wide role grants cross-client ledger access.
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