Important:
- The administrator for the account must have configured beforehand the Teams that will be utilized in this process.
- For how to Create Teams press here.
Steps:
1. In the Expert Tax home page, select View Client.
2. In the Client Profile, scroll down to the section titled Access Information.
- In said area, press Change Access to modify who can enter and see the client profile and their returns.
3. In the following screen there will be two options to choose from:
- All: This is the default option. It grants complete access to users across the company account to be able to view the client profile and their returns.
- Teams and/or Employees: This option is utilized to configure which teams and/or users ehave access to the Client Profile.
- In this screen you'll be able to select between the aforementioned choices. When selecting Teams and/or Employess press Add.
4. The program will provide a window where one can choose the teams and/or employees that were previously created.
- After selecting the team and/or employee, press Add.
- Once selected, press Save.
5. After finalizing the process, in the Client Profile screen you'll be able to confirm the type access that was assigned.
NOTE: One can remove the teams and/or users assigned by returning to the Change Access screen and pressing the Remove option next to the team and/or employee that was added.