If your practice has multiple teams or locations, you can use Teams and Locations to filter Insights reports and view more tailored analytics.
Important: This feature is available only to Partners on the Practice Advanced plan. If you don’t see these options in your account, your plan may not include them.
Managing Teams
Create a Team
Go to Team > Teams.
Click the Create a team button.
Enter a team name and select the team members.
Click the Create button to save.
Tip: A colleague can be added to multiple teams.
Delete a Team
Go to Team > Teams.
Click the Manage button next to the team you want to remove.
In the sidebar, select Delete team.
4. Confirm by clicking the Delete button again.
Manage client access for teams
You can control which clients each team can work with directly from the Client access page. This helps ensure teams only see the clients they’re responsible for.
View which clients a team can access
Go to Team > Teams.
Click the Manage button next to the team you want to review.
Go to Team > Client access.
You’ll see a list of all clients that the team currently has access to.
Give a team access to more clients
On the Client access page, click Assign clients.
For each client, turn on the access toggles you want the team to have:
Bookkeeping
Data Health & Insights
Account Manager
When you’re done, click Assign clients at the bottom to save the changes.
Teams immediately gain access to any clients you assign.
Managing Locations
Create a Location
Go to Team > Locations.
Click the Add location button.
Enter the location name.
Click the Add button.
Assign a Location to a Colleague
Go to Team > Colleagues.
Find the colleague you want to assign.
Use the Location dropdown under their name to select a location.
Tip: If you don’t see the Location dropdown, click the Settings icon in the top right, check the box for Locations, then click Apply.
You can also add a new location directly from the dropdown by typing the name and clicking + Add "New location".
Note: A colleague can only be assigned to one location at a time.
If you do not see the Location dropdown menu, click the settings option in the upper right and tick Locations, then Apply.
Delete a Location
Go to Team > Locations.
Click the Delete button next to the location.
Confirm by clicking the Delete button again.
Note: You can also bulk delete multiple locations by selecting the checkboxes and clicking the Delete button at the top.
Filtering Insights by Team or Location
To filter Insights:
Go to Insights.
Click the Filter button.
Choose the teams or locations you'd like to view from the dropdown menus.
Click the Apply button.
