This Article is relevant to SJP Partners only
The service can be accessed by anyone in your practice. Once you sign up for an account you can invite users to join in the Manage Team options in your settings.
Note that some plans have a limit to the number of users per practice - see our plans and pricing for more details
Support staff can sign up for their own accounts and send Pre-Meet out on behalf of an adviser.
Each practice needs at least one user with a Partner code (an adviser) to sync records to the CFR. Users with PCodes (support staff) can assign client records to an adviser during the sync process.
You may also find the following Article useful: