Adding a team member to the fees view
Ticketclosed
Yealmpton Accountants · Adding a team member to the fees view
Jenny Trethewey asked how to add a second client manager to the fees view. Olivia Grant gave steps. Closed 28 Nov 2025 after a first response of 147 minutes.
What happened
What this says
As at Fri 9 Oct 2026Jenny Trethewey asked how to add a second client manager to the fees view. Olivia Grant gave steps. Closed 28 Nov 2025 after a first response of 147 minutes.
Problem: The practice took on a new team member and wanted them to see only their own clients in the fees view.
Handling: Olivia Grant gave steps to open the access settings and add the new team member with their own client list. She offered further help if the screen differed.
Watch: The evidence does not show whether the setup worked, though the ticket was closed on 28 Nov 2025.
Details
Updated 9 Oct 26Trail
created · Jenny Trethewey 31 Oct 2025 17:20Hi, could you tell me how to add a second client manager to the fees view? We've just taken on a new team member and want them to see their own clients. No rush, but it would be good to get it sorted this month. Thanks, Jenny- Public reply · Olivia Grant 31 Oct 2025 19:47Hi Jenny, thanks, that's a straightforward one. Open the fees view, go to the access settings, and add the new team member with their own client list. If anything looks different on your screen, let me know and I'll sort it out. Thanks, Olivia
- Status change · 28 Nov 2025 23:59