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 system roles
- Manage team (Basic): Add team members
- 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 team member personal details
- Manage team (Basic): Deactivate & restore team members
- Manage team (Advanced): Reset & change team member 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