Manage Team (Basic): Access & assignees
Managing tons of tasks among many team members can quickly get confusing. Assigning clients, tasks, jobs and invoices to specific team members helps firm owners and admin stay in the know about who is doing what—and who to go to when questions come up. Learn all about making team members assignees.
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Give account access
Team members are limited on TaxDome until they’re actually assigned to an account. Once they are, they can view and edit client information, upload documents, create invoices, send messages, create notes, view linked contacts—and more. For more details, go here.
Only a firm owner or admin can give team members access to accounts. There are various ways:
- Give team members default access (that is, access to all accounts).
- Assign team members to specific accounts.
- Assign team members while creating or importing accounts.
- Bulk-assign team members to existing accounts.
- Use pipeline automations to give team members temporary access to accounts.
For more, go here.
Follow accounts
When team members follow an account, they receive notifications about the account’s activity (whether they’re assigned to the account or not). For more details, go here.
To learn how to add and delete account followers, go to the detailed article.
Give pipeline access
Team members are given access to pipelines in the pipeline settings window’s Available to section (below) rather than assigned to them.
The following happens when a team member is added to the Edit pipeline window’s Available to field:
- They see the pipeline on their Workflow > Pipelines page.
- They can add, edit and move jobs from stage to stage for their assigned accounts.
- They have access to the Workflow section, where they can see and access all pipelines and jobs for their assigned accounts.
Tip: To be able to see the account's jobs in a pipeline, a team member needs to have access both to the pipeline and to the account. There's a quick way to give them access: just @mention them in a job comment. They will get a notification in their Inbox+, whether they have access or not, and will be able to request access. Once granted, they will have access both to the account and to the pipeline.
Select job assignees
Having job assignees helps you see who is responsible for a specific job within a pipeline. When you assign a team member to a job, you essentially say, "This person is responsible for this client's work."
In pipelines, you can use job assignees to automate sending personalized messages and assigning tasks. You can also set up an automation that will update job assignees.
Learn more about ways to select job assignees and use them in your workflow in the dedicated article.
Select task assignees
Assign as many team members to one task as needed inside the Task window’s Assignees field (below).
If a task is linked to a job, the assignee can be easily changed inside the job at any time. Go here for the details.
Toggle on Assign task to job assignee inside the Create Task automation when editing pipeline stages so that the job and task assignee are the same person.
Team members can see their tasks on one page by navigating to Workflow > Tasks from the left menu bar. They don’t need access to the accounts or pipelines the tasks are for to view and edit them.
Tip: The Update Account Access pipeline automation allows you to create tasks for specific team members, giving them temporary access to accounts. For example, a stage in a pipeline might include a Review documents task for a specific team member. To learn more, go here.
Select invoice assignees
The team member assigned to an invoice gets credit for having performed the services it includes. By default, the person who creates the invoice is assigned to it. For more details, go here.
A firm owner, admin, or team member with Manage invoices and Assign teammates access can change the assignee.
