How to Add a Team Member

How to add a team member, a TaxPay step-by-step guide

1. On the home page on the sidebar on the left, click Settings. Another sidebar will appear. On that sidebar click Team Members.

Screenshot 2024-12-03 at 5.26.28 PM

 

2. Once Team Members is clicked. A Manage Team Member page will appear. On that page click +Add.

Screenshot 2024-12-03 at 4.44.06 PM

 

3. Once +Add is clicked, the Add Team Member page will appear. Fill out the following information, select the desire User Permissions, then click Save.

Screenshot 2024-12-03 at 5.26.46 PM

🆘 👋 If you ever need help, please feel free to reach out to support@taxpay.ai.  We're here to help you!