How to Update Team Permissions

Update Permissions for Team Members and Admins

1. Under Dashboard, click the Settings tab. When the flyout appears, click the Team Members tab. Then on the Manage Team Members page, click Edit Permissions.

Screenshot 2024-12-10 at 12.59.19 PM

2. From here, edit the permissions has desired. Then click Save.  

 

🔔 In Manage Team Members Permission there are three roles to choose from

ROLES AVALIABLE PERMISSIONS
ADMIN ACCESS ALL PERMISSIONS
TEAM MEMBERS ACCESS MOST PERMISSIONS
READ ONLY ACCESS EXTREMELY LIMITED

 

Screenshot 2024-12-06 at 12.22.19 PM

 

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