Managing your team’s access to Fluidly

Managing user roles and access to clients

3 articles in this collection
Written by Andrew Warden

Video: How user roles help your practice

See how to invite colleagues and assign clients

Written by Andrew Warden
Updated over a week ago

Managing access to clients

How to assign clients to people in your team

Written by Andrew Warden
Updated over a week ago

Managing staff user roles

How to invite staff to Fluidly and assign different user roles

Written by Andrew Warden
Updated over a week ago