Team (Basic): Requesting/Granting Access for the Account

If a firm employee without access to the client account clicks on any page within the client profile, they’ll see a 401 error. This could happen:

• If a team member mentions an employee in a chat thread with a client to whose account the employee doesn’t have access
• If a team member mentions an employee in a job for a client to whose account the employee doesn’t have access or in a job that is located inside the pipeline that is not available to the employee

To request access to a client account and/or to the pipeline, an employee needs to click

If a firm employee without access to the client account clicks on any page within the client profile, they’ll see a 401 error. This could happen:

• If a team member mentions an employee in a chat thread with a client to whose account the employee doesn’t have access
• If a team member mentions an employee in a job for a client to whose account the employee doesn’t have access or in a job that is located inside the pipeline that is not available to the employee

To request access to a client account and/or to the pipeline, an employee needs to click