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Guideline Pro
Managing your Guideline Pro account
How do I assign a firm member to a client account?
How do I assign a firm member to a client account?
Updated over a week ago

If you’d like to designate members of your accounting or advisory firm to manage your Guideline clients, you can add them to your firm directory. To assign a firm member to a client account, please follow the instructions below:

  1. The owner of the firm’s Guideline account should log in to the Guideline dashboard.

  2. Click on the firm’s name in the main navigation to open the drop-down menu. Then, select "Firm directory.”

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  3. If the firm member is not yet added to the account, click “Add a Firm Member” on the right-hand side. Once added, edit the firm member by clicking on their name from your directory list. Then, click the gear icon.

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  4. Select "Manage Access," choose the client you'd like to add to that firm member’s current roster, and click "Save.”

How to remove a client from a firm member’s list

To remove a client from a firm member, follow steps 1-3 above. Then, within the firm member’s Current Roster, hover over the client you’d like to remove. Select the minus button that appears next to the client name.

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Finally, click “Save."

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