Set up your firm's team and who works on each client

An accounting or implementation firm works on Kluvan from the partner portal. The firm's admin adds the people, gives each a role in the firm, and decides who works on which client. Each person signs in with their own e-mail code, and every change they make in a client is recorded under their name and the firm's.

Before you start

• Your firm needs a partner portal account at partners.kluvan.com. The account that signed up is the firm's first Firm admin (see Refer clients as a Kluvan partner).
• Only a firm admin manages the team and the assignments.

Steps

Add your people

1. Sign in at partners.kluvan.com and open Team.
2. Check Firm name (clients see it). Change it if needed and select Save.
3. Under Add a person, type the person's name in Person and their E-mail.
4. Choose their Role in the firm:
   • Firm admin: the team, the assignments and every client;
   • Accountant or Implementer: the clients assigned to them;
   • Junior: the clients assigned to them, read only by default.
5. Select Add to the team. They sign in on the partner portal with that e-mail.
6. To change a role later, pick it on the person's row and select Save. To stop someone working for the firm, select Take off; Bring back reverses it.

Choose who works on a client

1. Open Clients and select People on the client's row.
2. For each person, choose Not on this client, Read only or Full (as allowed), then select Save.

Good to know

• Never more than the client allowed. A person with Full (as allowed) gets exactly the client's access; Read only turns every full area into read only. A junior reads only unless you choose full.
• Firm admins open every client the firm has, without being assigned.
• One address, one firm. An e-mail address already used by another partner or firm cannot be added (pws_staff_taken).
• A firm keeps at least one admin, and the account that signed up cannot be taken off (pws_last_admin).
• Taking someone off, or off a client, ends their open session in that client on their next click.
• Only firm admins see the referral pages (code, referrals, rewards). Other people start on Clients.
• A firm has up to 200 people.
• Next: work in a client's organisation.