Roles & permissions
Intro to team roles, access levels and assignees in TaxDome.
System roles explained
Learn the difference between team member roles and how to manage their permissions and access levels.
Employee access rights
Control what each team member can see or do in the portal.
Account access for team members
Grant employees access to client accounts.
Account following
Learn how to follow or unfollow client accounts in TaxDome to receive updates on account activity.
Account roles explained
Define account roles to assign work to roles rather than specific team members