This article outlines the process for creating, editing and removing Firmcheck profiles for your staff.
Note that creating a profile for a staff member does not automatically allow that person to access or use Firmcheck.
Creating staff profiles
You can create profiles for your staff members using the Add Person button in the top right corner of the Staff tab of Firm settings.
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.
Inviting staff to use Firmcheck
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 in the Staff list.
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.
Editing staff profiles
You can edit your staff members’ profiles and update the access permissions, or change the access roles within their profile.
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.
Removing staff profiles
To remove a staff member's ability to access Firmcheck, remove their firm and client management access rights by editing their profile in the firm Staff tab.
In the business roles section of the staff members edit profile form apply the following:
Change Role/Access to No access
Remove them from any business units
Change Client management to Does not manage clients
Retire or remove them from any partnership or directorship of your firm