How to see which members of your team have access to a client (Advisers)

Once you've selected a client, if you navigate to Manage>Advisers (on the right) you'll be able to see here (under the "Firm Advisers" submenu) which employees in your firm have access to the client. Your staff may have view and edit access to the client, or view access only. If your firm is structured to allow all your staff access to all your clients, then this tab may not be as relevant to you. You can also give your staff full access to all of your clients by following the steps here. 

You'll also see another submenu for "Third Party Advisers", where you can input the information of anyone who is relevant to the clients financial planning, but is not affiliated with your firm (for example, the client's accountant or lawyer). 

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