Adding Your Team Members

You can add as many team members as you need to your Glade dashboard, and assign their role.

• Admin - complete access to the dashboard including financials

• Finance - complete access to the dashboard including financials

• Caseworker - limited access to the dashboard, excluding financials

To add team members:

• Click on your avatar on the bottom left of your Dashboard

• Click 'Your Account'

• Click Team on the left-side menu

• Click 'Add team member'

You can manage your team members here, add new team members or delete team members who are not with your firm anymore.