Teams are groups of users that are utilized to modify the accessibility users have of certain client profiles and tax returns.
1. Go to My Profile.
2. In the User Profile, select Company.
- In the drop down menu, select Teams.
3. Select Add Team.
- When adding Teams, the program will provide a field to enter a name or title to the team.
4. In the Teams listing, select the Manage Users option to begin adding users to the desired team.
- When selecting this option, the program will provide a window where one can enter and select users.
- After entering the username, press Add. The user will be immediately added to the team and the column titled Amount of Users will be updated with the recently added user.