Upon completing the sign-up flow, you will be granted owner privileges for this organisation automatically. This can be edited within Organisation Settings.
The account holder with owner privileges can add additional advisers / users within the Organisation Settings icon in the left-hand menu. Upon adding the adviser, the account holder must grant the new user permission to see the relevant accounts. If this permission has not been granted, the new user will be unable to login.
To determine which accounts users have access to, they need to be granted permissions. These permissions can be allocated in Organisation Settings, by pressing on the relevant adviser and ticking the additional accounts.
The account holder can view, amend, update and cancel their payment / subscription details via Organisation Settings, and pressing on Update Payment Methods under Subscription. Any changes will be automatically updated in the Subscription section.
Once a subscription has been cancelled, you will be unable to add a new case or client however you can still continue with existing cases and all case information can still be accessed by the adviser and the client.
If you wish to amend any of your organisation details this can be done by the account holder via Organisation Settings. It is important to save any changes via Save Organisation.
