Add a team member

Note

This article is for the firm owner and admins only.

Add team members to your firm.

Before you start

On the seat-based model, you need an available seat for the new team member. If all seats are currently in use, free up a seat by deactivating a team member who is no longer with your firm, or add a seat as prompted during the process below.

On client-based pricing, up to 20 team members are included at no extra cost. If your firm already has 20 active team members, contact sales about the custom plan to add more.

Add a team member

A team member can be added to your firm:

• From your portal
• During firm registration

Add a team member from your portal

To create a team member account from the portal, follow these steps:

1. Click your profile at the top right, select Team & plans and open the Team members tab, then click Invite team.

   

2. In the Invite team member panel:

a. Select a seat, based on your subscription type:

b. Enter the team member’s personal details: their first name, middle name, last name, and email address.

c. Select the team member’s role : employee or admin.

Note

Only a firm owner can add admins. Admins can add employees only.

d. Optionally, enter the team member’s Hourly cost rate . Leave it empty to add it later.

e. In the Access rights section, enable the rights they will need by clicking on the on/off toggles. If you are unsure, don’t give any access rights at this time. You can do it anytime later.

3. Click the Send invite button.

Note

If you see an error that the email address already belongs to a client or contact, the address is linked to an existing profile. Unlink or delete the email address from that contact first, then try adding the team member again.

Once your new team member’s account has been created, TaxDome will send them an activation request by email. After they’ve accepted the request and created a password , their account will be ready to go.

The new team member will be able to access their account by going to TaxDome.com or your custom domain URL and entering their email address and password. Their first steps in setting up their account are described here .

Add team members during firm registration

The team member can be invited during the firm registration process. If the firm size you have selected is 2+, you will be prompted to send invitations to your team members. You can invite up to 10 team members. Enter their emails and click Next. Click + Add another if you want to send more invitations than suggested, or click the trash icon to remove the extra fields.

Once your new team member’s account has been created, TaxDome will send them an activation request by email. Click your profile at the top right and click Team & plans to configure their access rights .

After they’ve accepted the request and created a password , their account will be ready to go.

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