Add or remove firm members from your Partner account

Add or remove firm members from your Partner account

If you are a Firm Admin, you may add or remove individuals from your accounting firm.

  1. Sign in to your Knit Account 
  2. On the top right hand corner under your name select Practice Manager
  3. Select the Team Tab
  4. Click Add User
  5. Enter your new firm member's name, title, email, and select if they will be a firm admin.
  6. Click Create

Remove a firm member

  1. Sign in to your Knit Account 
  2. On the top right hand corner under your name select Practice Manager
  3. Select the Team Tab
  4. Under Action click on the Garbage Can icon
  5. Confirm to remove the firm member

 

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