Team Management
Add team members, set up their access to clients and to TaxDome features.
- Team (Basic): Owner, Admin, Employee Roles
- Team (Basic): Add a Team Member
- Team (Basic): Team Member Registration & Set-Up
- Team (Basic): Employee Access Rights
- Team (Basic): Assignees
- Team (Basic): Account Access
- Team (Basic): Account Followers
- Team (Basic): @mentions
- Team (Advanced): Change the Firm Owner
- Team (Basic): See the Read-Only View of an Employee’s Portal
- Team (Advanced): Edit a Team Member’s Personal Details
- Team (Basic): Deactivate & Restore Team Members
- Team (Advanced): Reset & Change a Team Member’s Password
- 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