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Manage Team Members

Updated: 2021-03-26

You can add team members or change their role from the Manage Team page in TaxFolder Account Settings.

Add Team Member

If you purchased a TaxFolder license for multiple users, you can invite those team members to use TaxFolder. You may only add as many team members as you have licenses for TaxFolder.

  1. Click the Add a Team Member button.
    Screen Capture: Add Team Member Button
  2. In the pop-up window, enter the team member’s email address, first name and last name.
  3. Team members can either have Admin or Staff as an Account role. Admins can change all account settings and add or remove team members. Staff can only change settings that affect their own account.
  4. Click Add Team Member to close the window and send the new team member an email with instructions on how to sign into TaxFolder.
    Screen Capture: Add New Team Member

Change the Team Member’s Role

  1. Select the new Role for the team member.
  2. Click the Update button to save the change.

Screen Capture: Update Button

Remove a Team Member

Removing a team member permanently deletes them from your account and removes access for that user.

  1. Click the Remove button in the same row as the team member.
  2. Click the Delete button to confirm.

Screen Capture: Remove Button

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