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Using Teams and Locations

This guide covers creating and deleting teams, assigning locations, filtering Insights reports, and giving teams access to specific clients for Partners on the Practice Advanced plan.

Zornitsa avatar
Written by Zornitsa
Updated over 2 weeks ago

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

  1. Go to Team > Teams.

  2. Click the Create a team button.

  3. Enter a team name and select the team members.

  4. Click the Create button to save.

Add team modal showing the team name field and a list of colleagues, with toggles to select who should be added as team members to the relevant Team created.

Tip: A colleague can be added to multiple teams.

Delete a Team

  1. Go to Team > Teams.

  2. Click the Manage button next to the team you want to remove.

  3. In the sidebar, select Delete team.

Team settings sidebar showing options to view team details, manage client access, with the delete the team option selected.

4. Confirm by clicking the Delete button again.

Delete team confirmation screen warning that deleting the team will affect filtering in Practice Insights, with an option to confirm deletion.

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.
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View which clients a team can access

  1. Go to Team > Teams.

  2. Click the Manage button next to the team you want to review.

  3. Go to Team > Client access.

  4. You’ll see a list of all clients that the team currently has access to.

Client access page for a team showing assigned clients and toggles for data health insights and account manager access.

Give a team access to more clients

  1. On the Client access page, click Assign clients.

  2. For each client, turn on the access toggles you want the team to have:
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    • Bookkeeping

    • Data Health & Insights

    • Account Manager
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  3. When you’re done, click Assign clients at the bottom to save the changes.

Assign clients modal displaying a list of clients with toggles to grant bookkeeping access, data health insights, or account manager permissions.

Teams immediately gain access to any clients you assign.

Managing Locations

Create a Location

  1. Go to Team > Locations.

  2. Click the Add location button.

  3. Enter the location name.

  4. Click the Add button.

Add location modal prompting the user to enter a location name and confirm adding the new location.

Assign a Location to a colleague

  1. Go to Team > Colleagues.

  2. Find the colleague you want to assign.

  3. Use the Location dropdown under their name to select a location.

Colleagues page showing a list of users with a dropdown menu to assign each colleague to a specific 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".

Location dropdown menu showing the option to add a new location directly from the location selector.

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

  1. Go to Team > Locations.

  2. Click the Delete button next to the location.

  3. Confirm by clicking the Delete button again.

Delete location confirmation modal warning that users may be assigned to the location, with options to cancel or confirm deletion.

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:

  1. Go to Insights.

  2. Click the Filter button.

  3. Choose the teams or locations you'd like to view from the dropdown menus.

  4. Click the Apply button.

Bookkeeping insights dashboard showing charts and metrics filtered by selected teams and locations using the filter panel.
Related Articles
The 'Practice Insights' Page
Using Locations in Dext Prepare
Adding a client account
Managing a colleague's access to clients
The Bookkeeping Insight
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