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Business growth requires rapid growth of your team—which is why we want you to begin adding team members to TaxDome effortlessly.
Behold, the TaxDome Team Management cheat sheet, where we’ve put together the main steps for empowering your team.
More on this in the Effective Team Management & Collaboration course in our Academy.
1. Set Up Account Access and Notifications For Your Team
- Add a team member and give them certain access rights. That is, choose what your employee can and cannot do.
- Discover what access to client accounts means and find out how to provide access to all or selected clients
- Provide or revoke account access in bulk to your employees. Have you granted access accidentally? It’s easy to undo.
- Getting too many notifications on clients assigned to your employees? Split notifications on client activity by turning some off.
- Choose team members who will get account access to all new accounts by default.
2. Configure Team Management Inside the Workflow
- Give team members access to the pipeline. Let them see the workflow firsthand.
- Assign jobs to team members—sort jobs by team members and change assignees whenever you need.
- Set up temporary access to accounts for your team members. Automate this process to revoke account access automatically. (i Useful for seasonal workers.)
3. Build Strong Team Communication
- Learn how to communicate with your team through tasks using task comments, mentions and notifications.
- Create internal account notes about your client and share them with your team by linking them to jobs and tasks.
- Bring team members into the conversation by mentioning them in a chat thread.
- Create standard operating procedures using Wiki Pages—share internal docs with your staff in a convenient way.
More questions?
Here are the top four ways to find answers:
- Visit the TaxDome Help Center, and check out our Team Management page.
- Book a one-on-one call with someone from our team.
- Check out the resources on the Get Help Page.
- Reach out to our Customer Success team.
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Adding Your Team to TaxDome: A Simple Checklist
Business growth requires rapid growth of your team—which is why we want you to begin adding team members to TaxDome effortlessly.
Behold, the TaxDome Team Management cheat sheet, where we’ve put together the main steps for empowering your team.
More on this in the Effective Team Management & Collaboration course in our Academy.
1. Set Up Account Access and Notifications For Your Team
- Add a team member and give them certain access rights. That is, choose what your employee can and cannot do.
- Discover what access to client accounts means and find out how to provide access to all or selected clients
- Provide or revoke account access in bulk to your employees. Have you granted access accidentally? It’s easy to undo.
- Getting too many notifications on clients assigned to your employees? Split notifications on client activity by turning some off.
- Choose team members who will get account access to all new accounts by default.
2. Configure Team Management Inside the Workflow
- Give team members access to the pipeline. Let them see the workflow firsthand.
- Assign jobs to team members—sort jobs by team members and change assignees whenever you need.
- Set up temporary access to accounts for your team members. Automate this process to revoke account access automatically. (i Useful for seasonal workers.)
3. Build Strong Team Communication
- Learn how to communicate with your team through tasks using task comments, mentions and notifications.
- Create internal account notes about your client and share them with your team by linking them to jobs and tasks.
- Bring team members into the conversation by mentioning them in a chat thread.
- Create standard operating procedures using Wiki Pages—share internal docs with your staff in a convenient way.
More questions?
Here are the top four ways to find answers:
- Visit the TaxDome Help Center, and check out our Team Management page.
- Book a one-on-one call with someone from our team.
- Check out the resources on the Get Help Page.
- Reach out to our Customer Success team.
