The Team page is where you can add users to your Accounting Suite account and set up administrator privileges for those who need it.
Please Note: At this time, if the user is going to be using a non-Google email address to log in, they will be able to create their account using that email, but will need to contact us at help@taxbit.com with the role they are signing up under and their email address to help complete authentication and enable login for them.
How to Add a New Team Member
When it's time to add a new user, you can use the following steps to do this:
- Select “New Team Member”
- Add in the user name
- Enter in their email
- Select a role that this user may have
- "Save"
Available Roles
Read Only
The "Read Only" role is for users who should not be able to edit anything within the account. Users with Read Only access can review the entire account, they just won't be able to make any changes. This includes access to generating reports and utilizing features like filters on the transactions page.
Admin
The "Admin" role is assigned to users who are meant to have admin permissions within the account. With admin permissions, the user will be able to edit the data within the account with limited restrictions. This role is useful when a user needs to have full access to update the data in the account when necessary.
Once you have filled out those required fields, the user will now be able to log in to the accounting environment. If the user's email is a Google email, then they will be prompted to continue to log in to the account through Google.
Still have questions? Please submit the details of your request through our online submission form to work directly with our Customer Experience Team!
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