Team members can be assigned to specific teams or groups in your account.
How Do I Create and Manage Teams?
Teams allow you to group team members together and assign shared access, permissions, and client visibility in one step.
Required Plan, License, and Permissions:
Admin access to Settings
Permission to manage team organization
Using Teams helps streamline access management across your firm—especially when onboarding new employees, assigning departments, or managing client workloads.
Table of Contents
Create a Team
Teams are groups of team members who share access and permissions.
To create a team:
Click your profile picture or initials.
Select Settings.
In the left-hand menu, select Team Organization.
Click the Teams tab.
Click Create a Team.
Enter a Team name.
Select the team members to include.
(Optional) Add a description.
Choose a color to represent the team.
Click Create Team.
To edit an existing team:
Click the three-dot (More options) icon within the team pane.
Select Edit Team.
Add or remove members as needed.
Save your changes.
Best Practice: Organize teams by department, role, or service line (e.g., Tax, Bookkeeping, Admin) to simplify client access and folder permissions.
Assign Teams to Clients
You can assign a team to specific clients so all members of that team gain access at once.
To assign clients to a team:
Click the three-dot icon next to the team name.
Select Assign to Client.
Use the search bar to find clients by typing or scrolling.
Check the box next to each client you want to assign.
Save your changes.
To modify assigned clients:
Return to the Assign to Client window.
Click the trash icon to remove a client.
Use the search field to add additional clients.
Additional options (via the three-dot icon next to the search bar) include:
Copy clients from another team
Reassign clients from another team
Assign all clients
Remove all clients
This is especially helpful when restructuring teams or shifting client ownership.
Apply Teams for Folder Access
Teams can also be used to manage folder permissions in templates.
To grant folder access to a team:
Click Templates in the global navigation bar.
Select Folder.
Open an existing template.
Click the pencil icon to edit.
Select a folder within the structure.
On the right panel, assign access to the desired team.
Save your changes.
When a new team member is added to a team:
They automatically inherit the team’s folder access.
You do not need to share files individually.
This significantly reduces manual permission management during onboarding.
Troubleshooting
Team members cannot see assigned clients
Confirm the team is properly assigned to those clients.
Verify the team member is included in the correct team.
Check that the user has active access in Canopy.
Folder access is not applying
Ensure the folder template was edited and saved.
Confirm the team was granted access at the folder level.
Summary
Teams simplify access management across clients and folders.
Group team members by role or department.
Assign clients to entire teams in one step.
Apply folder permissions through templates.
Automatically grant access when onboarding new staff.
Using Teams strategically reduces manual access management and keeps your firm organized as it grows.
Need Help?
Contact Support or ask Penny, our AI Support Bot, for assistance.