Team lists everyone with a seat on your firm’s partner login. A firm has one partner identity, one set of earnings and one statement. A colleague’s seat is another way in, never a second partner.
Inviting a colleague
- An owner or admin picks a role, types the colleague’s email and sends the invite.
- If the invite could not be emailed, the screen says so and offers the link to copy, so the invite is never silently lost.
- “Invited” means they have not signed up with that email yet. “Active” means they can sign in today.
The partner login is not a seat in your workspace
- A colleague who accepts the invite gets the partner portal. Whether they also get a seat in your firm’s own Finocket workspace is a separate decision for the workspace owner.
- The owner makes it under Partner seats on Settings → Team Members: approve a colleague who wants a seat, keep a seat they already have, or remove it. A seat that was never approved is marked “Not approved” until the owner decides.
- Removing a workspace seat there never takes away their partner portal access.
Team & roles explains the Partner seats section, including what it shows while approval tracking is not yet switched on.
Who can do what
- An owner or admin sees the invite form and the revoke action, and is the only one who can accept new terms for the firm.
- A member sees the same roster read-only, and the team performance row that is their own.
- Revoking a seat removes that person’s access; it asks you to confirm first.
What it refuses to do
- It does not split earnings between seats. Every signup and paying customer is credited to the firm.
- It does not let a member invite or remove anyone.