You can invite staff to your practice’s account and assign them different roles, which allow them to get closer to clients and view more personalised insights.

In this article, you'll learn the differences between user roles and how to grant and edit account access.

Three roles are available:

Owner: Owners can access every client, assign those clients to other users and grant full permissions to any user. They can also manage users, which includes adding users and assigning permissions.

Admin: After the Owner gives them access to specific clients, Admins can add other users and assign their specific clients to other users.

Advisor: Advisors can access any clients they’re given access to from an Owner or Admin, but they have no client or user management functionality.

To invite somebody to Fluidly, follow these steps:

1. Visit your Portfolio page, where you can see your list of clients

2. Click your practice’s name in the top right-hand corner

3. Choose Manage staff from the drop-down menu

4. Click the Invite button, then fill in your colleague’s name and email address

5. Choose either Owner, Admin or Advisor from the drop-down menu, then click Continue

6. Select the clients your colleague will need access to, then click Continue

To change a colleague’s access, follow these steps:

1. Visit your Portfolio page, where you can see your list of clients

2. Click your practice’s name in the top right-hand corner

3. Choose Manage staff from the drop-down menu

4. Click the three vertical dots next to the colleague you want to edit, then click Edit role

5. Choose either Owner, Admin or Advisor from the drop-down menu, then click Save