Team (Advanced): Edit a Team Member’s Personal Details

pro

This page applies to TaxDome Pro! pricing plan only. You can upgrade anytime.

Team members typically set up and change their personal and login details on their own. However, firm Owner or Admins can do it for them if needed, both for active and deactivated staff. 

Here's how:

1. Go to Settings in your left sidebar, select the Team & Plans tab, then click on your team member's name.

2.  Click the Edit icon in the top right corner of the Personal Details section, then click on Upload Photo to add a team member’s picture. Locate an image that you would like to upload, then crop your photo to make it look better.

3. Make the changes to personal information, then click on Save.

4. To update a team member's email and/or password, click the Edit icon in the top right corner of the Login Details section, make your changes, then click on Save.

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