How do I assign Team Members to an Entity?

To assign a Team Member to an Entity, click the 'My Firm' tab, to view your Entities. Click the three-dot menu, and select 'Share'. The Account Owner and Team Members who currently have access to the Entity are displayed. Click the '+ADD' button to view and assign new Regular Team Members. Please note that Admin Team Members have automatic access to all Entities, and Associate Team Members cannot be assigned to an Entity.