Team
How to invite team members to your workspace
3 May 20265 min read
Portal 360 supports multiple users per practice with role-based access. Invite team members from Settings → Team without sharing one login — each person gets their own credentials, audit trail, and optional 2FA.
Send invitations
- Open Settings → Team and click Invite member
- Enter their work email and assign a role (Admin, Manager, or Standard user)
- They receive an email to accept the invite and set their password
- Resend or revoke pending invites from the same screen
Roles and permissions
Admins manage billing, integrations, and firm-wide security. Managers configure workflows, templates, and team structure. Standard users access assigned clients and modules based on your firm's policy. Restrict integration and billing screens to admins to reduce risk.
Best practices
Onboard new hires with the same guided flow you used at signup: connect their calendar via Microsoft 365 or Google Workspace, assign client portfolios in CRM, and confirm they can see only the entities they need. Remove access promptly when someone leaves the firm.