LodgeiT allows multiple users to access and work on tax returns simultaneously.
This promotes collaboration and enhances communication between team members, which can improve overall productivity and efficiency.
"Team Access" allows you to customize and manage the Owner and team members assigned to a specific client.
This can be customise and edit directly to your "Client's > Settings"
Note: The "Teams" section is accessible only to those with "Owner" or "Admin" access. Learn more here Teams & Client Access
Teams consist of:
Access: Public and Private
Public Access - Can access by anyone in the team, except outside collaborators (unless they are assigned to).
Means everyone in your team has access to the client and work, except outside collaborators (unless they are assigned to).
Private Access - Only owners and client team for a specific client have access to the client and work. Members without access can't see the client.
Illustration:
"Edwards & Co" is the Agent/Firm
"Apple Pty Ltd" is the client/customer
Apple Pty Ltd is a "Private Access", in which only the Client Owner and Assignee can work and manage this client.
Team: Client Owner and Other Assignees
Client Owner - Is the Director/Partner of the Firm, who is working in the firm. Selecting this means that the said "Director" owns a client. There can only 1 Owner to be assigned under "Client owner"
Assignee - Is the member/employee who will work for the client. There can be 1 or more "Assignee"
"Client Owner" and the "Assignee" have the same access to the client's and can do the same things
Illustration:
Below set up shows that, "Andrew Noble" is the one who manage the work of "Apple Pty Ltd". While "Annie Gotangco" and "Lizza Garcia" are the member who assist Andrew Noble.
Since the above client "Apple Pty Ltd has a "Private" access, only the "Owner" and "Assignee" can access it.
Illustration 2 - Filter using "Assignee"
Below example illustrates that:
- Doe Pty Ltd is owned by the Agent "Andrew Noble"
- Doe Pty Ltd assigned to only two team member "Annie" and "Lizza"
"Assignee" can be filtered via "Clients" tab, ie the Agent would like to see Client's that is under a certain "Assignee"
Ilustration below shows that the "Dashboard" filtered "Lizza" as the "Assignee", and it shows all the clients under Lizza.
If you have more than 1000 clients to assign,our tech team will handle via back end (they will assign members and owners manually), the user will export their clients in CVS/Excel format and fill every columns (see attached excel)
File should contain following columns:
- System ID (id of the client in LodgeiT)
- Code (reference code of the client in LodgeiT)
- Name (client name in LodgeiT)
- Assign to (name of the team member/s to assign)
- Client owner (name of the team member who is the client owner)
If you want to manage the GENERAL team Access, click here
Related guides:
How to Restrict other team members from viewing a form and other reports