Manage Team (Basic): Owner, Admin, Employee Roles
There are three different roles a firm’s team members can have on TaxDome: owner, employee or admin. There is only one owner, but there can be multiple admins and employees.
Covered here:
Owner role
There can only be one owner. This is the person who initially registered the firm with TaxDome.
An owner can do any of the following:
- Access all of TaxDome’s features and accounts—and their access rights cannot be revoked
- Add and delete team members
- Choose roles for team members (admin or employee)
- Select employee access rights
- Manage subscriptions
- Change payment methods
- View information on jobs, tasks, assigned client activity for all employees, as well as the team summary on the Insights page
- Edit and delete comments on the jobs left by other team members
Webinar - Effective team management and communication! Friday, 1 pm EST. Register here
Admin role
An admin is a person to whom an Owner assigns some of the firm management rights. Like the owner, an admin has immediate access to all of TaxDome’s features and accounts. They can also add new employees and select access rights for them.
However, an admin cannot do any of the following:
- Set or change the roles of team members (e.g. change an employee to admin or vice versa)
- Add and delete admins
- Manage subscriptions
- Change payment methods
- Connect TaxDome to QuickBooks Online
- Edit and delete comments on the jobs left by the firm owner
- Connect the firm to the IRS
Employee role
Depending on their responsibilities, employees are given different access rights on TaxDome. The owner and admin choose which access rights employees should have during the registration process. Access rights can be changed or added at any time. Here's more on employee access rights.
An employee’s usage remains limited until they have client account access. When adding an employee, you can do one of the following:
- Give them access to a selected group of client accounts
- Give them View All Accounts access rights (here's an explanation of all access rights)
An employee cannot do any of the following:
- Change their own access rights or those of others
- Give other team members access to accounts—unless they have been given the Assign teammates access rights
- View stats in the Team summary widget on the Insights page
- Delete comments on the jobs left by other team members
- Delete chat messages
Setting or changing a role
An owner can set or change a role when adding a team member or at any time. To change a team member’s role:
1. Go to Settings > Team & Plans, open the Team members tab, click on the three dots to the far right of the team member’s name, then click Edit.
2. Select the new role for the team member in the drop-down, then confirm by clicking Continue.
3. Click Save.
