How can I manage my Client Roster?

The TLDR

1. You can check on a Client’s onboarding status and bank account connect status from the Client tab by clicking on their name.
2. To remove a Client from your Roster, switch to Manager Access, navigate to the Settings tab in your Client's dashboard, scroll down to the “Managers” section — and click the Revoke Access button.
3. There are two ways to add a client to Stir, through Splits and Settings. Both ways require you only to enter your client's email. For more information visit
   

   How do I invite my Clients to Stir?

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How can I set up a Split for my Clients?