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Managing your team’s access to Fluidly

Managing your team’s access to Fluidly

Managing user roles and access to clients

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3 articles in this collection
Written by Andrew Warden

Video: How user roles help your practice

See how to invite colleagues and assign clients
Andrew Warden avatar
Written by Andrew Warden
Updated over a week ago

Managing access to clients

How to assign clients to people in your team
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Written by Andrew Warden
Updated over a week ago

Managing staff user roles

How to invite staff to Fluidly and assign different user roles
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Written by Andrew Warden
Updated over a week ago
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