"Teams" is a setting wherein you may customize and manage your member/user's access, this can be accessed via gear wheel (main setting of your business).
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. The Owner/Admin can assign a team member to a specific client/s to work via "Assignee"
Select Gear Wheel, and press Team
TABLE OF CONTENTS
Access
This "Access" refers to granting user/team members the appropriate permissions and responsibilities within the system. It is part of the general Team settings, where you can invite members and manage team roles and permissions. Learn more here
Owner.
Admin.
Member.
Outside Collaborator.
Team
