LodgeiT allows multiple users to simultaneously access and collaborate on tax returns, enhancing productivity and communication within your team. This collaborative feature is managed through the Teams section, accessible via the gear wheel icon.
Who Can Access the Teams Section?
Only users with Owner or Admin access rights can manage the Teams settings.
In this article:
- How Teams works
- How to Invite a Team Member
- Updating and Restricting Team Access
- Accepting the Invitation
- Managing Client Access Restrictions
How Teams Works
- Teams enable controlled collaboration by managing user permissions and access to clients and tax return forms.
- You can customize access to restrict which team members can view or edit specific forms or client details. Refer to this guide.
How to Invite a Team Member
Navigate to the Teams section through the gear wheel icon.
Fill in the new team member’s information.
Manage their access permissions according to their role and responsibilities. Refer to the access guide for details.
Click Invite Member to send the invitation.
Note: The invitation link is valid for 15 days. If it expires, you need to send a new invitation.
Updating and Restricting Team Access
After inviting a team member, you may update or restrict their permissions at any time. Toggle the access options on or off based on what the team member should be able to view or edit.
Remember to save your changes by clicking Invite Member or the respective save button.
Accepting the Invitation
The invited team member will receive an email with instructions on how to join. They must accept the invitation to gain access.
Managing Client Access Restrictions
Form access can be restricted per user. However, restricting access to client details requires customizing access within each client’s settings.
To limit team access to specific clients:
- Select the desired client to work on.
- Go to Settings and click Team.
- Add the names of the team members allowed to access this client.
If no team members are added here, the client is visible and accessible to everyone on your team. Learn more
Example: If you add only "Andee Doe" to a client, only Andee Doe can see and access that client.
Important Notes
- Team members with Owner access can see all clients regardless of individual client access restrictions.
- To fully control client visibility, carefully assign user roles and manage client-level team settings. Learn more
