This article outlines the process for creating, editing and removing Firmcheck profiles for your staff.

For your staff to access Firmcheck, you can either select to invite them to join your Firmcheck account while creating their profile or else create their profile and then subsequently invite them to join your account.

You can create profiles for your staff members using the Add Person button in the top right corner of the Firm Settings tab of your Firm Workspace.

This allows you to add their name and email address and set their firm management and client management roles and access rights.

You can also record them as a partner or manager of your firm, enabling your firm's clients to be assigned to the partner or manager responsible for their oversight.

After you click Create, the person will be listed in your Admin tab's People & Employees section.

You can invite your staff to access your Firmcheck account either while creating their profile or after you have created their profile, by clicking the Invite button next to their name.

The person will receive an email containing a link to accept the invitation and create their Firmcheck password.

After you have sent an invitation, it is possible to retract the invitation before it is accepted by using the rescind button.

Once the invitation has been accepted, the staff member will appear in the People & Employees list without an Invite or Rescind button.

You can edit your staff members’ profiles in the Staff section of your firm’s Firm settings tab.

Note that where a staff member has accepted an invitation to access Firmcheck, the ability to edit their name is only available to that person.

To remove a staff member's ability to access Firmcheck, you should first remove (or replace) them as Managers or Partners of any clients to which they are assigned in the Clients tab.

After reassigning the staff member's clients list, remove their firm and client management access rights by editing their profile in the firm Firm settings>Staff tab.

In the business roles section of the staff members edit profile form apply the following: