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AM

Roles in a practice

Practice tenants use the same built-in and custom role system as other organizations. Assign a role separately in every tenant where a person needs access.

When Portal’s createClientOrganization provisions a client, the client email becomes that client’s Owner and the initiating practice user receives the built-in accounting membership. The Client Portal provisioning path follows the same ownership pattern and adds the initiating accountant as accountant.

The accountant does not become owner. Other practice members are not copied into the client. Owner remains immutable through normal team role controls.