Invite your team

Add preparers, reviewers, signers, and admins to your firm. Each invited user gets an email, sets up their account, and lands on your dashboard with the permissions you assigned.

How permissions work in Assure Pro

Assure Pro combines three things to decide what each person sees:

Owner and Admin flags bypass everything. There’s exactly one owner per firm (you, by default) and any number of admins.
Teams group permissions. A user’s permissions are the combined permissions of every team they belong to.
Client assignments scope visibility. Non-admin users only see clients they’re assigned to as a preparer, reviewer, signer, or general assignee.

Most small firms (under 10 people) use the built-in teams and never need to customize. Larger firms create role-specific teams like “Junior preparers — no billing access.”

Built-in teams

Team	What they can do
Owners	Everything. The team you (the firm owner) belong to by default.
Admins	Everything except changing the firm owner. Manage users, billing, settings.
Preparers	View assigned clients, work on engagements, log time. No billing or settings.
Reviewers	Same as preparers, plus approve work.
Signers	Same as reviewers, plus e-sign on behalf of the firm.

Custom teams can hold any combination of permissions — see Teams and permissions.

1. Invite a user

Go to Team in the sidebar (or Settings → Team). Click Invite user.

Field	Value
Email	The teammate’s work email.
First name / Last name	Their name as it should appear in the app.
Team(s)	Pick one or more. Most users belong to a single team.

Click Send invite.

Assure Pro emails them a link. They click it, set a password, and land in the Pending approval state.

2. Approve the invite

Until you approve a new user, they see a “Your account is awaiting approval” page when they sign in. This is intentional — the firm owner or an admin gates who joins.

From Team, you see pending users at the top. For each one:

Click Approve to admit them. They get full access matching their team(s).
Click Reject to block. They’re notified and can’t try again with the same email.

3. Assign them to clients (preparers, reviewers, signers)

Owners and admins see every client by default. Other users only see clients they’re assigned to.

To assign a user to a client, open the client detail page, click Assign, and pick:

Preparer — works on the engagement.
Reviewer — approves before sign-off.
Signer — e-signs on the firm’s behalf.
General assignee — visibility without a specific role.

A user can hold multiple roles on the same client. Use bulk assignments to assign one user to many clients at once.

Want a user to see all clients without making them an admin? Add them to a team that includes the Access all clients permission. They’ll see every client without picking up admin-level powers elsewhere.

4. Block or remove a user

From Team, find the user and click the three-dot menu:

Block — they can’t sign in but their history (messages sent, time logged, engagements assigned) stays. Use this for someone who left the firm.
Remove — fully deletes the user. Their assignments are unassigned and history reattributed to “Former team member”. Use this rarely — block is almost always the right call.

Roles vs permissions vs assignments — when to use which

Situation	Use
A new preparer who works on the clients you assign	Add to Preparers team. Assign to specific clients.
An office manager who needs to see everything but never touches engagements	Make them an Admin.
A junior preparer who shouldn’t see billing	Custom team without View billing. Assign to specific clients.
A reviewer who covers all senior preparers’ work	Add to Reviewers team plus a team with Access all clients.

Team overview — roles and teams in depth.
Client assignments — assigning users to clients.
Settings → Security — require two-factor authentication for everyone.