Your team
Partners, employees and assistants: adding them, and what each one sees.
Guides
- Add a partner, an employee or an assistantBring people into your notary business from Settings → Team — a partner who runs it with you, an employee who takes signings, or an assistant who books and invoices.
- Remove someone from your businessTake an employee or an assistant off your team at once, give a partner 14 days' notice, or make an employee a partner — all from Settings → Team.
- Working as an assistantWhat an assistant sees and does in a notary business — booking signings, handing them to the notaries, keeping clients and invoices — and why the phone app sends you to the web.
Questions
- How is a business with several notaries billed?One plan, charged for each notary in the business — partners and employees. Assistants are free. Any owner manages it, and every owner gets the receipts.
- What can partners, employees and assistants see and do?Partners run the whole business, employees see the signings handed to them, and assistants book and invoice. A notary's journal, mileage log and commission stay their own.
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