Rooms

Rooms

• How do I remove/disable inviting a staff member automatically into a Room?
• How do I enable automatic invites to a Staff Members to a Room
• What are Rooms?
• How do I work inside the Room feature?
• How do I add a Room?
• Notifications and Alerts in Rooms - Who gets notified and How?

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Rooms process maps

• Tax return in Rooms process map (for accountants)
• Onboarding in Rooms process map (for advisers)