Team Management
Learn how to invite team members, assign roles, manage permissions, and track team productivity in your Practicore workspace.
Overview#
Practicore uses a role-based access control (RBAC) system to manage team permissions. Each team member is assigned a role that determines what they can see and do.
Invite by Email
Send invitations to join your workspace
Role-Based Access
Four roles with different permission levels
Productivity Tracking
Monitor tasks, time, and workload per member
Security Controls
Enforce 2FA, manage sessions, audit access
User Roles#
Understand each role and its capabilities to assign appropriate access levels.
Admin
- Full workspace management
- Invite and remove users
- Manage billing and subscription
- Configure organization settings
- Access audit logs
- Manage all clients and tasks
CA (Chartered Accountant)
- Manage assigned clients
- Create and assign tasks
- Manage compliance work and trackers
- Generate and send invoices
- View team productivity reports
- Access client portal settings
Article Assistant
- View assigned tasks only
- Update task status
- Track time on tasks
- Add comments and attachments
- Limited client information view
- Cannot create clients or invoices
Client (Portal User)
- View own compliance work only
- Download invoices
- Access shared documents
- View compliance status updates
- Cannot modify any data
- Isolated from other clients
Need custom permission sets? Contact support to discuss enterprise role configurations tailored to your specific workflow requirements.
Inviting Team Members#
Add new team members to your workspace with email invitations.
Step-by-Step Guide#
Go to Settings > Team from the sidebar
Click "Invite Team Member" button
Enter the team member's email address
Select their role: Admin, CA, or Article Assistant
Optionally add a personal welcome message
Click "Send Invitation"
The invitee receives an email with a signup link
They create their account and join your workspace
Invitation Status#
If an invitation expires, you can resend it from the Team page. Click the three-dot menu next to the pending invitation and select "Resend".
Managing Permissions#
Control what each team member can access and modify.
Changing a User's Role#
Go to Settings > Team
Find the team member in the list
Click the three-dot menu on their row
Select "Change Role"
Choose the new role from the dropdown
Confirm the change
User's permissions update immediately
Client Assignments#
Control which clients each CA can access:
Task Visibility#
| Role | Can See | Can Modify |
|---|---|---|
| Admin | All tasks | All tasks |
| CA | Assigned client tasks + Created tasks | All visible tasks |
| Article | Assigned tasks only | Status, time, comments only |
Removing Team Members#
Safely remove team members while preserving their work history.
Removal Process#
Go to Settings > Team
Find the team member to remove
Click the three-dot menu
Select "Remove from Workspace"
Choose what to do with their assignments:
- Reassign tasks to another team member
- Leave tasks unassigned
- Transfer client ownership
Confirm the removal
User loses access immediately
Removing a user does not delete their work. All tasks created, comments made, and time entries logged are preserved and attributed to their name.
Offboarding Checklist#
Team Security Settings#
Configure security policies for your team.
Require 2FA
Enforce two-factor authentication for all users
Session Timeout
Auto-logout after inactivity (15min - 24hr)
Password Policy
Set minimum strength requirements
Password Expiry
Force password changes periodically
Enforcing 2FA#
Go to Settings > Security
Toggle "Require 2FA for all users"
Set grace period for existing users (7-30 days)
Save settings
Users without 2FA will be prompted to set it up
After grace period, login requires 2FA
Admins can temporarily disable 2FA requirement for a specific user in case of device issues. This creates an audit log entry for compliance.
Team Productivity#
Monitor team performance with built-in productivity metrics.
Available Metrics#
Task Metrics
- Tasks completed this week/month
- Average completion time
- Tasks overdue
- Task distribution by type
Time Metrics
- Hours logged per day/week
- Billable vs non-billable hours
- Time by client
- Time by task type
Workload Metrics
- Active tasks per member
- Upcoming deadlines
- Workload balance score
- Capacity utilization
Compliance Metrics
- Compliance items completed on time
- Late items count
- Accuracy rate
- Client satisfaction score
Enable weekly productivity reports in Settings > Notifications to automatically receive team performance summaries every Monday morning.