Team Management
Add team members, set up their access to clients and to TaxDome features
- 🤝Team Management: Onboarding Checklist
- 🙌 Team Management: Our Most Widely Used Features
- Manage Team (Basic): Owner, Admin, Employee Roles
- Manage Team (Basic): Add a Team Member
- Manage Team (Basic): Employee Access Rights
- Manage Team (Basic): Access & assignees
- Manage Team (Basic): Account Access
- Manage Team (Advanced): Change the Firm Owner
- Manage Team (Basic): Add and delete account followers
- Manage Team (Basic): See the Read-Only View of an Employee’s Portal
- Manage Team (Advanced): Edit a Team Member’s Personal Details
- Manage Team (Basic): Deactivate & restore team members
- Manage Team (Advanced): Reset & Change a Team Member’s Password
- Manage Team (Advanced): Recycle a Team Member’s Email Address
- Firm wiki pages (Basic): Create, edit & delete
- Wiki-page list (Basic): View, filter, search, sort
- Firm wiki pages (Advanced): Adding them to jobs
- Big firms (Basic): Regular audit processes
- Team (Advanced): Assign invoices to other team members
- Team (Basic): Requesting/Granting Access for the Account