Request & grant account access for team members

If a firm employee without access to the client account clicks on any page within the client profile, they’ll see a 401 error. This could happen:

• If a team member mentions an employee in a chat thread with a client to whose account the employee doesn’t have access

• If a team member mentions an employee in a job for a client to whose account the employee doesn’t have access or in a job that is located inside the pipeline that is not available to the employee

  To request access to a client account and/or to the pipeline, an employee needs to click Request access either in the Inbox+ notification or on the error page.

  

  

  Firm owner and employees with permission to assign teammates will be notified via Inbox+. Once they click on a Grant Access link in the Inbox+ notification, the employee will be given access.

  

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