Manage Team (Basic): Employee Access Rights
Depending on their responsibilities, an employee is given different access rights on TaxDome. An owner or admin choose which access rights the employee should have when registering them, but those access rights can be changed or added at any time.
Covered here:
Changing an employee’s access rights
An owner or admin can further expand an employee’s access rights to include more than the ones described below. To change an employee’s access rights:
1. Go to Settings > Team & Plans in the left menu bar, open the Team members tab, click on three dots to the far right of the employee’s name, then click Edit.
2. Select the specific access rights for the employee by toggling them on.
3. Click Save.
Every access right, explained
For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.
Here are the descriptions of the different permissions offered in the Access Rights menu:
CRM permissions
| View all accounts | The employee can view all of the firm’s accounts (instead of being limited to only assigned ones). They can also view and send secure messages and emails, and create and read notes for all accounts. To give them access rights to view all contacts as well, toggle on View all contacts. |
| Manage accounts | The employee can create new accounts and manage existing ones (edit personal details, add a user to a profile, export account list, etc.). They can also edit account notes created by the other team members. |
| View all contacts | The employee can view all of the firm’s contacts. To allow an employee to interact with all accounts, toggle on View all accounts |
| Manage tags | The employee can create, delete and apply tags |
| Manage custom fields | The employee can create, rename and delete custom contact and account fields |
| Manage contacts |
The employee can create new contacts, link contacts to their assigned accounts, import accounts and contacts, export contact lists, edit existing contacts, and merge duplicates |
| Assign teammates | The employee can give other employees access to accounts |
| |
Invoicing permissions
| Manage payments | The employee can add, edit or delete offline payments for all of the accounts to which they have access. They can also delete ACH payments. To allow them to create and view offline payments for all accounts, toggle on View all accounts |
| Manage proposals | The employee can send proposals to clients and see invoices within the proposals. |
| Manage time entries | The employee can see and open the Time Entries subtab under the Invoices tab in their client accounts. And they are allowed to edit and delete time entries created by all employees for that account. Note: the employee doesn't need access rights to manage invoices for viewing the Time Entries subtab only |
| Manage invoices | The employee can go to the Invoices tab in a client account to create, view and assign invoices to other team members. To give an employee access to all of the firm’s invoices, toggle on View all accounts. Note: the employee can assign invoices only to team members who have access to that account |
| Manage services | The employee can create, edit and delete firm services |
| |
Workflow permissions
| |
|
| Manage pipelines | The employee can create, edit and delete pipelines. Note that viewing existing pipelines is only possible if they are listed on the Available to field of the pipeline settings. Read more on giving pipeline access |
| Manage job recurrence | The employee can add accounts to the recurrence schedule and set up individual schedules for all of the accounts to which they have access. To allow them to manage job recurrence for all accounts, toggle on View all accounts |
| Manage templates | The employee can create, edit and delete templates for tasks, folders, messages, organizers, jobs, invoices, proposals and emails |
Organizers permissions
| |
|
| Manage organizers | The employee can send organizers to clients |
| Edit organizer answers | The employee can change or add answers to the client's organizers. Here's more on completing organizers on a client's behalf |
| |
Other permissions
| |
|
| Manage documents | The employee can upload, move, edit and delete documents and folders, as well as apply folder templates in their assigned accounts. Employees without this access right can only view documents and folders. To allow an employee to manage documents for all accounts, toggle on View all accounts |
| Charge firm balance | The employee can add funds to the firm’s balance |
| Manage marketplace | The employee can publish templates and edit or delete listings on the Marketplace |
| Manage site | The employee can set up the firm’s landing page hosted on TaxDome and edit it |
| Mute emails | The employee can mute the notifications for email threads. Here's more on muting threads |
| Manage public filter templates | The employee can create and delete public filters. Here's more on sharing filter selections |
| Manage IRS transcripts | The employee can access the IRS subtab under Docs tab of the client account and request or view transcripts from there |
| View reporting | The employee can access the Reporting section and create, search, edit and delete reports. View reporting provides access to all data used in reports |