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Sharma & Associates (Demo)

PRO

CD

Team Management

Manage your firm's team members, roles, and permissions.

Team Members

2 members in your organization

Name	Email	Role	Joined	Actions
CA Demo Sharma	demo@cacopilot.in	ADMIN	9 Jul 2026	You
CA Priya Verma	junior@cacopilot.in	MEMBER	9 Jul 2026

Workload Distribution

Number of clients assigned to each team member

CA Demo Sharma

ADMIN

6 clients

CA Priya Verma

MEMBER

2 clients

Permissions Reference

What each role can do within the organization

ADMIN

Owner / Admin

✓Full access to all organization settings
✓Manage team members and invitations
✓Billing and subscription management
✓Delete records and manage data
✓View and manage all clients

MEMBER

Member

✓View and edit assigned clients
✓File returns for assigned clients
✓Draft and respond to notices
✗Cannot manage team or billing
✗Cannot delete records