How to build custom team roles and control access in Remindoo

Learn how to create custom team roles with tailored permissions, control data visibility across dashboards, and manage instant access restrictions for every team member in Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.

Last updated: 24 September 2026

What can you do with this?

Learn how to create custom team roles with tailored permissions
Control data visibility across dashboards
Manage instant access restrictions for every team member in Remindoo

Why does it matter for your practice?

Clear teams and access rules protect client data and make responsibilities obvious. They also make it easier to onboard new staff safely.

Step-by-step

Open the relevant area in Remindoo.
Learn how to create custom team roles with tailored permissions.
Control data visibility across dashboards.
Manage instant access restrictions for every team member in Remindoo.
Save your changes and check the result with your team.

Want to see this with your own clients?

Book a Demo Start free trial

Frequently asked questions

What does this Remindoo walkthrough cover?

Learn how to create custom team roles with tailored permissions, control data visibility across dashboards, and manage instant access restrictions for every team member in Remindoo.

Who is this for?

UK accounting and bookkeeping practices that use Remindoo to run clients, deadlines and team work in one place.

Can I try this myself?

Yes. Start a free 60-day trial or book a demo and the Remindoo team will show you the steps with your own workflow.

Related help

Learn more about roles and permissions in Remindoo, or browse all Team & Permissions help articles.

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Screenshot: How to Create Teams and Assign Team Leads in Remindoo

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Team & Permissions

How to Create Teams and Assign Team Leads in Remindoo

Organise staff

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Screenshot: How to Create Teams in Remindoo.co

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Learn how to create a new team

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Why 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.”

Shaz Israr

“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”

Taxaccolega Chartered Accountants

“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.”

Afia Begum

“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”

Premier Books Consultancy Ltd