How do I add, edit or remove a team member?

Team members are people or entities that affect your financial life. They can be your family or close friends, your accountant or financial planner, your lawyer or any other relevant professionals.

Adding a team member
Editing a team member
Removing a team member 

To add a team member:

1. From your client portal navigate to the Team area.
   
   
   
   
2. Click on the +Add button in the area that corresponds to the type of team member you want to add.
   
   Family for family members
   Entities for companies, trust funds, self-managed super funds, etc. 
   Professionals for your accountant, lawyer, financial planner, etc.
   
   
   
   
3. Depending on the type of Team member you are adding, you have the ability to configure their access level to the portal. 
   
   a) If adding a family member choose to give the guest:
   
   - No Access (suitable for recording family members for estate planning and insurance purposes)
   
   - Guest access (Allows you to control how much/how little of the portal the Team member can view and/or modify. This also includes the option to give the family member "Authorised User" permissions so they can complete digital forms on behalf of the client)
   
   - Account access (Full and equal control of the portal. Suitable for a spouse or partner)
   
   
   
   
   b) If adding a professional
   
   Enter their name, email address and then select their relationship to you. 
   Use the Access Level options to configure the level of access you want the professional guest to have within your portal. 
   
   - None- suitable for recording the professional's details only
   
   - Full (except "Authorised User") - Full access level excluding Authorised User permission
   *NOTE: Authorised user permission allows the Team member to be assigned digital forms to complete on behalf of the client. 
   
   - Custom (The Custom access option allows you to control how much/little of the portal the guest can see. This includes the option to give them "Authorised User" access, so they can complete digital forms on behalf of the client. You can also use the 'Show advanced settings' for further access permissions. For more information see What Team permissions are granted in Show Advanced Settings)
   
   
   
   c) If adding an entity 
   
   Enter the entity name and select the entity type from the dropdown list. 
   Choose whether or not you would like to request a workspace for this entity. For more information see 'Why create a client workspace for an entity'
   
   NOTE: If requesting a workspace for the entity, nominate a connection and their relationship to the entity, add notes if required and click 'Save'. This will trigger a notification to your professional and they will review the request as necessary.
   
   
   
   
4. If the guest was granted access to the portal, upon saving the guest as a team member an invitation email is sent to them.
   Saved team members can be viewed in the Team section of the portal. 
   
   
   
   

To edit a team member: 

1. From your client portal navigate to the Team area.
   
   
   
   
2. Locate the team member you want to edit and click on their name. 
   
    
   
   
3. The team members details open. Click the edit pencil to make adjustments as required. 
   
   
   
   

• Public Details tab: in this tab, you can change your team member’s name, email and date of birth, telephone and external ID.
• External ID: this only applies if your team member was set up and imported using third party software.
  
• Account Details tab: Where you can change your email address for login, password and add security questions for login issue resolution.
  
• Private Details tab: Where you can adjust name, date of birth, address and other personal information.
• Permissions tab (for family guests/professionals) :if the team member you’re editing is a person with guest access enabled, this tab will be visible next to the Public Details tab. It allows you to control both at a high and granular level what data this person can see in your account.

 For more information on permissions and guest access, click here.

To remove (delete) a team member: 

1. Click on their name or icon to expand their details.
2. Click on the Edit icon (pencil in right corner)
3. Click the rubbish bin icon in the bottom left corner and select “Confirm”.
   
   
   
   
                  
   NOTE:
   1. If you’ve selected the rubbish bin icon in error, click "Cancel" within the 'Delete' confirmation window and they will not be deleted.
   2. Deleting a team member will also delete any of their tax or advice information stored in the portal.