Manage Team

Updated: 2023-11-28

As an Administrator, you can add team members or change their role from the Team page in TaxFolder Account Settings, as well as change a team member's email address.

Add Team Member

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

The administrator who adds the new team member will be sent a shared secret, which they will need to securely share with the new team member to allow them to complete the connection process.

  1. Click Add Team Member.
    Screen Capture: Manage Team in TaxFolder
  2. In the pop-up window, enter the team member’s Email address. Instructions on getting started with TaxFolder will be sent to this email address.
  3. Enter the team member's First name and Last name.
  4. 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.
  5. Click Add Team Member to close the window and send the new team member an email with instructions on how to sign into TaxFolder. The team member will need to follow the instructions in the email to connect their account to TaxFolder
    Screen Capture: Add New Team Member in TaxFolder

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 Team Member in TaxFolder