Team (Basic): Access & Assignees

pro

This page is for TaxDome Pro users only. Upgrade at any time.

Managing a lot of tasks across several team members can quickly get confusing. By associating clients, tasks, jobs, and invoices with people on your team, helps the firm owner or admin know who is doing what, and who to go to when questions come up. Learn all about how assignees work on TaxDome.

Covered here:

Giving Account Access

Team members are fairly 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 to go about it:

  • Give team members default access (that is, grant them 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.

Following 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.

Giving Pipeline Access

Team members are given access to pipelines in the Edit pipeline 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 in their Workflow section.
  • They can add, edit and move jobs from stage to stage for their assigned accounts.
  • They have access to the Workflow section for their assigned accounts. In that section, they can see all pipelines and jobs for their accounts.
tip

Note: If a team member has access to an account but not to the pipeline containing a job for that account, they won’t be able to see the pipeline or work on any of its jobs. The firm owner or admin will need to add the team member to the Edit pipeline window’s Available to field for them to access the pipeline.

Selecting Job Assignees

For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.

Team members can also be assigned to jobs directly inside a job template in the Assignees field (below).

You can even choose whether you want to see the assignee on the job card. To learn more about customizing job cards, go here.

Filter your jobs list by assignee using the Job Assignee filter. From the Jobs page, track all jobs; from the Pipelines page, track the jobs in the pipeline.

tip

Note: Remember, jobs go into pipelines. Team members assigned to jobs need to have access to the pipelines for them.

Selecting 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 in the pipeline settings so that the job and task assignee are the same person.

Team members can see their tasks on one page inside the Tasks tab in the Workflow section. They don’t need access to the accounts or pipelines that the tasks are for to view and edit them.

tip

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.

Selecting Invoice Assignees

A team member assigned to an invoice will get the credit for the provided services. You can choose the invoice assignee during the initial creation. By default, the person who is creating an invoice is assigned to it. More details in the article

You can also change the invoice assignee later. Only the firm owner, admin or employee with  Manage invoices and Assign teammates access can do it. Learn more in the article

When invoices are assigned to the team member in charge of an account, their earnings for the company are viewable on their dashboard as well as on the firm owners under Team Stats.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us