Once you're finished setting up your firm's basic information, it's now time for you to bring your team into the game! This article will tackle the following topics:
Available user roles
Assigning user roles
Edit user privileges
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?
The owner has access and can basically control everything that is inside the firm settings.
Can see firm information; no capability to edit
Can add, edit, and remove other admins or staff members (except the owner)
Can assign organizations and user roles per org to another admin or staff member (except the owner, since the owner has access to all organizations)
Can add new organizations from inside the firm, although the ownership still belongs to the organization's owner
Can see the billing contact but have no capability to add a new contact
Can see unbilled charges but has no capability to pay any outstanding balance if there is any
Can see available/remaining credits but no capability to buy credits
Can see past/previous statements sent to the firm via the history tab
Cannnot view existing card details on the firm's account
An Account Admin with access to the billing settings will be able to:
Manage billing settings
Pay past-due balance
Use the firm's billing information to top up or purchase credits
Can add/edit IP address restrictions
Unlike the owner (subscriber), team members with a Staff user role won't be able to add and delete organizations. They should wait for the Owner or Admin to give them access to an organization before they can work on it.
Managing User Roles
Start managing user roles for your team by going to the Staff Management menu, then proceed by doing the following operations:
Add User Role to Staff
Edit and Remove User Privileges
Providing User Role Privileges to Members
Be able to assign user roles to your team members by doing the following steps:
STEP 1: Click your account name, then select Firm Settings.
STEP 2: Start adding people by going to Staff Management and then clicking the Add Staff button.
STEP 3: Enter your staff's basic information such as First Name, Last Name, and Contact email.
STEP 4: You must also specify which user role you are assigning to your personnel, whether it is Administrator or Staff.
This type of access is only available to users who already have an Admin role. If the portal role is set to Admin, the checkbox will be enabled. The admin's access can be revoked at any time by the owner.
The checkbox is disabled because the owner cannot grant a user with the Staff role the same privileges as the Admin. Instead, simply click the Invite button to proceed.
STEP 5: Click the Invite button to send an invitation to your staff via email.
STEP 6: Once your staff receives the email, all he/she needs to do is to click the Get Started button to continue.
STEP 7: The staff will be redirected to the JuanTax portal, where he or she must accept the invitation by clicking the Accept Invitation button.
STEP 8: Click "Yes, I know this invitation" to start the collaboration.
Edit User Privileges
STEP 1: Click on the name of your team member.
Note: The user (Admin) in this example is Johanne Dela Cruz.
STEP 2: Click the Edit button.
STEP 3: Change the necessary details, and then click the Update button when you're finished.
STEP 1: Simply click on the Remove Staff link.
STEP 2: Confirm the deletion by clicking the Remove button.