Your team in Socket is more than a list of logins. It controls who can do what, who gets named on a proposal as the client's point of contact, and, if you use the new proposal design, who your clients actually see when they open a proposal.
Everything is in one place: go to Practice Settings and then Manage Team.
Inviting a colleague
Click Invite New Team Member, enter their email address, and choose their role. They'll get an email with a link to set themselves up.
There are four roles, and the differences matter more than they first appear. Apprentice and Member can both work on proposals and clients, but neither can reach billing, practice settings, pricing or your document templates. Only Admin and Owner can.
Our User Roles and Permissions guide sets out exactly what each role can and can't do, and covers invite links expiring, resending an invite, and having more than one owner.
If a colleague says an option is missing, such as no way to edit pricing or no practice settings, it's usually their role rather than a fault. Check it on Manage Team first.
Adding someone who doesn't need a login
You can add a team member without giving them a role at all.
That sounds odd until you need it. Say you want a particular colleague named as the Client Manager on a proposal, so the client knows who looks after them, but that colleague never needs to log in to Socket. Add them without a role and you can name them on proposals without giving them access.
Profiles, photos and job titles
Each team member has a profile, and it's worth filling in properly because parts of it can be seen by your clients.
Open a team member and edit their profile to set:
A profile photo. Optional. Where someone hasn't got one, their profile still displays neatly, so you don't need a photo of everybody before you start using this.
A job title, such as Payroll Manager or Client Director.
A short bio.
The team page also shows you each person's role at a glance, and flags anyone set as a practice principal.
Job titles and bios are client-facing, so give them a read as a prospect would. "Client Director" lands rather differently to "CD2".
Showing your team on proposals
If you've turned on the new proposal design, a proposal can include a meet the team section, introducing the people who'll be looking after that client.
The profiles you set up here are what feeds it. You then choose who appears on each individual proposal from the Meet the team card on the Customise step, so a payroll client sees your payroll people and an audit client sees the audit team.
There's more on that, including ordering people and whether to show job titles and bios, in our Customising Your Proposal Overview guide.
Setting your practice principal
Your practice principal is set in Practice Settings under Practice Details, chosen from a drop-down of your team. If the person you need isn't in the list, add them in Manage Team first and they'll appear.
Who gets named on a proposal
Two roles matter once you start building proposals.
The proposal owner is the person responsible for it in Socket, and it's worth checking it's right because it's used elsewhere. If you create work in Karbon from your proposals, for instance, the proposal owner is the last fallback for who that work gets assigned to.
The client manager is who the client thinks of as their contact, and can be named on the proposal itself.