video1.0<iframe src="https://www.loom.com/embed/f4fc4f79360149b19b88ae43d629e57c" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/f4fc4f79360149b19b88ae43d629e57c-96822e91e6c8f3b1.gif61.08In this video, I outlined the steps for managing user access within our organization. First, you'll need to identify the internal admin who will hold the owner user role. Next, please review user permissions and map out the access levels required for each team member. Finally, remember to send out user invites, especially for those who have recently migrated from Redtail or Wealthbox, as they will need to receive their invites despite the system creating their accounts during the import. Your prompt attention to these tasks is appreciated!