Team Members Essentials
Setting up TaxDome account and essential features for team members
- Team member (Basic): Registration & set-up
- Settings (Basic): Change Your Password, Email, Personal Info
- Team Member (Basic): Account Followers
- Team (Basic): @mentions
- Inbox+ notifications
- Email (Basic): Set up email sync
- Settings (Basic): Manage 2FA for your team & clients
- CRM (Basic): Client Account Notes
- Chats (Basic): Send manually or automatically
- Chats (Advanced): Group Chat Threads
- I Forgot My Password or Locked Out of My Portal
- Team (Advanced): Assign invoices to other team members
- Team (Basic): Requesting/Granting Access for the Account
- Pipelines (Basic): Working with pipelines
- Jobs (Basic): Working on a job
- Tasks (Basic): Working on a task
- Client actions without login
- Login: Troubleshooting