🤝Team Management: Onboarding checklist
Learn all the important steps to follow when adding team members to TaxDome.
Invite your team
Follow the sections below to get started with team management. Each section includes links to detailed instructions.
Learn team member roles
There are three types of team members on TaxDome: Owner, Employee or Admin. While there is always only one owner, you will assign the appropriate role (admin on employee) when adding each team member and these roles can be changed at any time.
Add team members
Team members can easily be added to your TaxDome account on either a monthly or yearly subscription basis. Choose the licence type, then assign them the appropriate access rights based on their responsibilities. Access rights can be changed at any time.
Manage account access
Team members have limited functionality on TaxDome until they are granted access to client accounts. You can provide access to specific accounts, all accounts or only the accounts associated with tasks assigned to team members.
Account access can be managed in bulk, default access settings can be configured. Also, temporary account access can be granted automatically.
- Account access
- Manage team access in bulk
- Default account access, explained
- Update account access automation
Organize team inside workflow
After adding your team, you need to configure them within the workflow. Follow the sections below for links to detailed instructions.
Manage team access to pipelines
Your workflow is secured. Team members must be added to pipelines to access them. Even if a job related to a team member’s assigned account is added to a pipeline, they will not be able to view it until the pipeline is made available for them.
Manage jobs assignees
Having job assignees helps you see who is responsible for a specific job and also allows you to filter job list by assignee.
Manage task assignees
Assign tasks to your team members both within and outside of pipelines.This way, they will be available to see their to-dos and complete in time.
Manage team capacity
Certain jobs demand more time, effort, or specialized attention from team members. If you use time tracking or plan to start doing this, TaxDome lets you plan and analyze job time budgets. Also, you can get a clear view of your team's weekly capacity.