If you’d like to designate members of your accounting or advisory firm to manage your Guideline clients, you can add them to your firm directory. To assign a firm member to a client account, please follow the instructions below:
The owner of the firm’s Guideline account should log in to the Guideline dashboard.
Click on the firm’s name in the main navigation to open the drop-down menu. Then, select "Firm directory.”
If the firm member is not yet added to the account, click “Add a Firm Member” on the right-hand side. Once added, edit the firm member by clicking on their name from your directory list. Then, click the gear icon.
Select "Manage Access," choose the client you'd like to add to that firm member’s current roster, and click "Save.”
How to remove a client from a firm member’s list
To remove a client from a firm member, follow steps 1-3 above. Then, within the firm member’s Current Roster, hover over the client you’d like to remove. Select the minus button that appears next to the client name.
Finally, click “Save."