Team & Permissions in Remindoo
Teams, leads and access control. These walkthroughs show UK accounting practices exactly how it works. Learn more on the roles and permissions page.
Team & Permissions
How to add and manage employees in Remindoo
Learn how to create new employees
Watch demo: add and manage employeesTeam & Permissions
How to build custom team roles and control access in Remindoo
Learn how to create custom team roles with tailored permissions
Watch demo: build custom team roles and control accessTeam & Permissions
How to Create Teams and Assign Team Leads in Remindoo
Organise staff
Watch demo: Create Teams and Assign Team LeadsTeam & Permissions
How to Create Teams in Remindoo.co
Learn how to create a new team
Watch demo: Create Teams in Remindoo.coTeam & Permissions
How to onboard and organise your team in Remindoo
Discover how to add staff instantly
Watch demo: onboard and organise your teamTeam & Permissions
How to roles & permissions: control exactly who sees what in Remindoo
See how Remindoo lets accounting firms build roles around real teams and control access to clients
Watch demo: roles & permissions: control exactly who sees whatWhy knowing what each employee is working on matters
In a growing practice, the partner can no longer hold every job in their head. Clear ownership and visible workload are what stop deadlines slipping when someone is on leave, busy or new.
Clear ownership
Every client and task has a named person, so nothing sits unassigned and clients get consistent answers.
Balanced workload
Seeing tasks per person helps managers move work before one person is overloaded and another is waiting.
Cover for absence
When work, notes and history live in one system, a colleague can pick up a job without starting from scratch.
Controlled access
Roles and permissions keep sensitive client and AML data visible only to people who need it.
Practical tips from UK practice
- Group people into teams around services or client portfolios, and name a Team Lead for each.
- Review the employee task breakdown weekly, not only when a deadline is missed.
- Give new starters a limited role first, then widen access as they are trained.
- Use bulk reassignment when someone leaves or goes on holiday, rather than moving tasks one by one.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
