PreciseFP allows you to create multiple teams under your account.

Updated over a week ago

Please view our pricing page to see the costs for adding additional teams.

Users, client/prospect accounts, engagements, reports and templates belong to only one team.

An example of when multiple teams may be needed is if you have multiple advisors within your firm and each advisor has their own clients/prospects and chooses to use PreciseFP but wants to keep his/her clients/prospects separate from everyone else, another team would be created for this user so that all the advisor’s clients’ information is accessible only by him/her.

*Note* To add/edit what is shown on your template emails, such as logo, contact information, etc., you'll want to update it on the team by clicking on the existing team.

To manage your teams, click “teams” in the settings sub-navigation (you can access your settings by clicking on the circle icon in the lower left hand corner). Here you are able to create new teams (click the +), update existing teams (click on an existing team) and remove unnecessary teams (click on a team then click on remove).

Within the teams section, you can edit Team details, PDF theme settings, PDF translations, and Email settings. You can also view a team-specific Timeline.

Switching Teams

When working with multiple teams, if your account allows you to access more than one team, you can access the team by clicking on your name and team name at the top of the settings sidebar sub-navigation.

Important Note: If you are planning to remove a team, note that you may want to move users and clients to the team you are keeping. For more info on moving accounts, click here.

Keywords: Logo, Company Settings, Team Settings, company photo, team photo, email disclaimer, email disclosures, switching teams

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