Manage Team (Basic): Account roles

Work in progress! Account roles feature is incomplete and currently available for Beta users. Docs on using the Account roles are being prepared.

Coming soon: Account roles

• Add customized roles within your firm, such as Bookkeeper, Account Manager, Tax Preparer and more.
• Assign roles for employees at the account level.
• Assign roles as assignees in job and task templates. When a job or task is created for a client account, the assignee is automatically set according to the role on the account.

Key benefit: Fewer templates needed per team member.