Someone left the agency. What do I do?

People, their row, Remove. Done. Their link stops at once. Everything they confirmed or shipped stays recorded against the account.

A writer only works on two of my clients. Do they have to see all of them?

No. Add them as Team and pick the two accounts. They see those and nothing else.

Can my vendor have access?

Yes, as Team on the accounts they write for. Many partners give the vendor Team access so they can copy the prompt and run the draft check themselves. If you would rather they never see the portal, use Export this month from the work list instead.

Add or remove a person

What to do

Step by step.

Partner home, People, Add a person.
Enter their name and work email. Pick Owner or Team. For Team, pick the accounts they can open, or all accounts.
Save. If your account is set to Eidomai sends, they get an email with their sign-in link. If it is set to Partner sends, the link is shown to you to forward.
To remove someone, open People, find the person, press Remove and confirm. Their link stops the same minute. Nobody else's access changes.
To change a person's role or accounts, open their row and edit. To send a fresh link, press Resend link. The old link stops; anyone already signed in stays signed in.

Adding a person takes a name, an email address and a role. They get their own sign-in link and open exactly the accounts you gave them.

Removing a person is one click. Their link stops the same minute, and nobody else's access changes. What they confirmed, shipped or noted stays on the account.

How to read it

What the screen is telling you.

Each person signs in with their own link. There is no password. Resend link issues a new link and stops the old one.
A person limited to certain accounts automatically gets any account they add or convert from a prospect, so their own work never disappears from their home.
History at the bottom of People shows every add, remove, role change and resend, with who did it and when.
The last Owner cannot be removed. Add a second Owner first if you are handing the agency's account to someone else.

Questions

People ask.

Someone left the agency. What do I do?: People, their row, Remove. Done. Their link stops at once. Everything they confirmed or shipped stays recorded against the account.
A writer only works on two of my clients. Do they have to see all of them?: No. Add them as Team and pick the two accounts. They see those and nothing else.
Can my vendor have access?: Yes, as Team on the accounts they write for. Many partners give the vendor Team access so they can copy the prompt and run the draft check themselves. If you would rather they never see the portal, use Export this month from the work list instead.