Pocket-CFO Firm staff and client assignments
Seats decide which clients each person in your firm can see: partners see every client, analysts see only their assignments, and only owners and admins manage the roster.
Seats and organization roles
Two settings apply to everyone in a firm, and they answer different questions.
- Organization role — owner, admin, or member
- Who can run the organization: invite people, manage staff and assignments, and set the firm’s branding. Owners and admins can; members can’t.
- Seat — partner or analyst
- Which clients a person can see. A partner sees every client in the firm; an analyst sees only the clients assigned to them.
Who sees which clients
| Person | Sees |
|---|---|
| Partner seat | Every client |
| Analyst seat | Assigned clients only — with no assignments, an empty portfolio |
| Owner or admin with no seat | Every client |
| Owner or admin with an analyst seat | Assigned clients only — but can still manage staff and assignments |
| Member with no seat | No clients, until they are given a seat |
The last row is deliberate. In a firm, a member without a seat sees nothing rather than everything, so adding someone to the organization never quietly hands them the whole client book.
What restriction means
For an analyst, a client they aren’t assigned to doesn’t exist: its tile, its alerts, its dashboard, and its board packs all answer “not found” rather than “not allowed”. That is intentional — telling an analyst a client exists but isn’t theirs would itself reveal something about the firm’s book.
A restricted analyst can’t view the staff roster or change staff, assignments, or branding.
Manage seats and assignments
Owners and admins manage this under Advisor → Team:
- Invite the person to your organization from the Team page in settings. Once they’ve accepted, give them a seat.
- Under Add staff member, enter their user ID, choose Partner or Analyst, and select Add member.
- In the Staff roster, use Manage clients to tick the clients an analyst covers. Changes apply on their next request.
- Change a seat from the role picker, or select Remove to take it away.
Assigning a company a client has shared with you to an analyst isn’t available on the Team page yet.