Once you're finished setting up your firm's basic information, it's now time for you to bring your team into the game!

The Firm Settings feature also enables you to provide user role privileges to your staff, allowing you to collaborate with them at ease.

What User Roles are Available?

As the principal owner of the JuanTax account, you have the option to choose between two (2) user role privileges: (1) Admin and (2) Staff.


Much like the job descriptions of an "official" administrator,  this user role has the power to create an organization inside JuanTax, and manage staff inside the platform. 

The only thing that this user role can't do is to access billing, which serves as the prime responsibility of the firm's owner.


Unlike admins,  team members with Staff user role won't be able to add and delete organizations. They should wait for the Administrator to give them access on an organization before they could work on it.

Managing User Roles

Start managing user roles for your team by clicking the Staff menu, then proceed by doing the following operations:

Did this answer your question?