# Join and manage a firm team

Invite a named colleague, accept a firm membership, or remove firm staff and their client access.

Canonical: https://demo.qixcount.com/help/people-and-security/join-a-firm

Who can do this: Firm owners invite; invited members join

You'll need: An unused invitation less than seven days old, the invited email, and two-step verification to open the firm portal

A firm membership makes someone available for client assignments.

## Invite a colleague

Only the firm owner can create invitations.

1. From the business list, select **Accounting firms**, select **Open firm** beside your firm, then find **Invite a colleague**.
2. Enter the **Colleague’s email**.
3. Select **Create invitation link**.
4. Select **Copy link** in the invitation message.
5. Share the link privately with that colleague.

QixCount creates a link for the named email. It does not send a staff invitation email from this form. The link expires after seven days.

## Accept a firm invitation

1. Open the shared invitation link.
2. If your account already exists, select **Sign in to continue** and use the invited email. Otherwise, complete the account form with that email.
3. Complete [two-step verification](https://demo.qixcount.com/help/people-and-security/two-step-verification), including saving recovery codes when setting it up.
4. Check the firm membership acceptance box.
5. Select **Join firm**.

An accepted, expired, or wrong-email invitation cannot be used. Ask the firm owner for a new link or sign in with the invited account.

## What happens next

You land on **My firms**. Open the firm to see assigned clients. If there are none, the firm owner must assign you after the business owner approves the connection. See [Use a firm workspace](https://demo.qixcount.com/help/people-and-security/firm-workspace).

To remove a colleague, the firm owner selects **Remove staff and client access** under **Firm staff**. This deactivates their firm membership and removes their assignments across the firm’s connected clients. The firm owner cannot be removed through this control.

## Good to know

It does not give access to client records by itself.

Every firm member needs two-step verification.