User & Firm Administration
Learn how to manage team members, create teams, and more in your Canopy licenses.
46 articles
Invite Team Members to Canopy
Assign Access and Permissions
Customize Access and Permissions
Get Familiar With Roles
Create Teams
Edit and Delete Teams
Remove Clients From Team Members and Teams
Assign Team Members and Teams to a Client
Assign Team Members and Teams to Multiple Clients
Manage Assignments From the Client List
Canopy Considerations
Need-to-knows for all things Canopy
Why are times showing incorrectly in Canopy? (Understanding UTC)