--- title: "Firm Settings User Roles: An Overview" description: "Find out which areas of JuanTax you can access in your organization based on your user role" url: https://help.juan.tax/en/articles/319-firm-settings-user-roles-an-overview collection: "Firm Settings" updated: 2024-11-19 language: en --- # Firm Settings User Roles: An Overview Find out which areas of JuanTax you can access in your organization based on your user role 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  - Removing Staff 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?** 1. Owner 2. Admin 3. Staff ![](https://downloads.intercomcdn.com/i/o/251429396/c27827414ada5e86834b0dd5/1.png?expires=1730690100&signature=fac46f8597f56c71a0362ba8f4caa0f4d6856402b2c3f08125ccf466f549e004&req=diUmEst3nohZFb4f3HP0gB1YqkrYwKkIh6RJIFNQmR5rXZJFeXjPO2HeJhGJ%0ArcY%3D%0A) # **Owner (Subscriber)** The owner has access and can basically control everything that is inside the firm settings. * * * ![](https://downloads.intercomcdn.com/i/o/251429460/7fb4436b9223c137cf8badfe/2.png?expires=1730690100&signature=dc0c7b4213f9e3a59e1864b49d437044b4894916512e520d9af19c65c3b2a95d&req=diUmEst3mYdfFb4f3HP0gFU%2BOt0%2BLt0B2pdetfU6Abj2txLoxZJtIpBxwpyZ%0Azdo%3D%0A) # **Admin** **Firm Information** - Can see firm information; no capability to edit **Staff Management** - 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 **Billing Settings** - 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 **IP Address** - Can add/edit IP address restrictions * * * ![](https://downloads.intercomcdn.com/i/o/251429530/df28122cbe10b84e0ee04aee/3.png?expires=1730690100&signature=114c69c9f5dd2452e35217ab8ab16a1b1f6cc2dc269bded4ec97327cd6355d65&req=diUmEst3mIJfFb4f3HP0gGcCTcVrqewCTCwSSMclEan1SnCtrmWSAub%2FmDCi%0ASMQ%3D%0A) # **Staff** 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** ![](https://downloads.intercomcdn.com/i/o/383337438/9fd98dc8bc4ccf5fa4e0b1d3/Screen+Shot+2021-09-01+at+10.51.16+AM.png?expires=1730690100&signature=a52eede64bd99243b174322576adfa72ca0810a924c76eb3ac03d7b1dfa5a214&req=dygkFcp5mYJXFb4f3HP0gKjAKB4EEgqJ6SA8%2BIF%2FKQnFcPC6e3Wa8dpfLOxz%0Ap2k%3D%0A) 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**. ![](https://downloads.intercomcdn.com/i/o/204263399/b31556d16c3caa759909cd9b/Screen+Shot+2020-04-28+at+11.30.11+AM.png?expires=1730690100&signature=bb98e36175ab7f597c31cc376b4640e14823e395bfca33d418b3c8b58ed4d4c1&req=diAjFM99nohWFb4f3HP0gOuzLCgwTA63v3Xwd7qBGN1pLKPAsm0c5O6Uwx3w%0ATTk%3D%0A) **STEP 2:** Start adding people by going to **Staff Management** and then clicking the **Add Staff** button. ![](https://downloads.intercomcdn.com/i/o/383336167/2039e899327c9e6799c6808e/image.png?expires=1730690100&signature=00024904c2e7851b11965bce5142df29f5a91d7367982d501ec2361918eed890&req=dygkFcp4nIdYFb4f3HP0gEILDxf78Nhrk6yJWlnPBGl7PAzrdnI4LIT4oNa%2F%0AJO4%3D%0A) **STEP 3:** Enter your staff's basic information such as **First Name**, **Last Name**, and **Contact email**. ![](https://downloads.intercomcdn.com/i/o/383337068/40984d53777f08afe2485159/image.png?expires=1730690100&signature=6d9803d1bead8f48b94fd2582f88c23086f6b0faa72edae869792a0fb94e3c44&req=dygkFcp5nYdXFb4f3HP0gOjig611uO27UcRWktaEMCOhXnAJvb4eQPl%2FylgR%0AjKs%3D%0A) **STEP 4:** You must also specify which user role you are assigning to your personnel, whether it is **Administrator** or **Staff**. ​ ![](https://downloads.intercomcdn.com/i/o/383337180/0bb0b2eaf8933cbfe00fd893/Screen+Shot+2021-09-01+at+10.49.42+AM.png?expires=1730690100&signature=f1ebf495aa1124a9b0ac9ba7a73f805a4b9dd08716b1c8bd89877eceb947e524&req=dygkFcp5nIlfFb4f3HP0gDFc6rcCtyt9ljaxX1dQLEvTJMlwghQPxqjOgHNG%0AHG8%3D%0A) # 4.1: **Administrator** 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. ![](https://downloads.intercomcdn.com/i/o/523261311/2a8754e6d3442d9765b7a1ad/Screen+Shot+2022-05-26+at+1.27.28+PM.png?expires=1730690100&signature=0765604a906a1cce2812a37fe1db5b4f967397cf9a21681f4add68ee238f6bcf&req=cSIkFM9%2FnoBeFb4f3HP0gEy74TZtYXGOiAn%2FYo73X7DtHQbXKRIVjQr%2BN4ke%0AgBI%3D%0A) # 4.2: **Staff** 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. ![](https://downloads.intercomcdn.com/i/o/523261337/e045473a60fa2fe01a7e5e1e/Screen+Shot+2022-05-26+at+1.26.46+PM.png?expires=1730690100&signature=35a4e5eae89f8532d9f6a2d5b3ffa8de46bb430176e5839ab06eafe1c674a8cb&req=cSIkFM9%2FnoJYFb4f3HP0gDr4TTdfkZ8veaSQdcHosBYNKvSCjiyedTuJ3PlU%0A9B4%3D%0A) **STEP 5:** Click the Invite button to send an invitation to your staff via email. ![](https://downloads.intercomcdn.com/i/o/523277147/2350679679a398e146c732f9/Screen+Shot+2022-05-26+at+1.29.42+PM.png?expires=1730690100&signature=cc8a011e779b7ae97b689f02573b5c62f541a82a79e3e31ffec21b8cc0d3480a&req=cSIkFM55nIVYFb4f3HP0gHgThBXBvwOEvY6cnL46EkMPxpBFaRLjl7q8O295%0A5sM%3D%0A) **STEP 6:** Once your staff receives the email, all he/she needs to do is to click the **Get Started** button to continue. ​ ![](https://downloads.intercomcdn.com/i/o/523266818/7f7619933e50e0ac94c41e7e/Screen+Shot+2022-06-02+at+10.49.52+AM.png?expires=1730690100&signature=5d58f7376727045ae17697a9c61e4d518ba7de975fb7aec32e1f612fbbe25c64&req=cSIkFM94lYBXFb4f3HP0gL1%2B29yadsl8Bt36D6InA%2FiCMZJq46qL6cO3MsDj%0Asuc%3D%0A) **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. ![](https://downloads.intercomcdn.com/i/o/523266930/c91451fcd87b348094a4888d/image.png?expires=1730690100&signature=c30d4c298e0b170140a2e738ed23aeed9054122bfd5fb33c0e5b3e92b99b4c37&req=cSIkFM94lIJfFb4f3HP0gF7g6XuvG%2FOO7WxQKfOnPG1zHXn4nF2QtKDc6QGt%0A1ic%3D%0A) **STEP 8**: Click "**Yes, I know this invitation**" to start the collaboration. ![](https://downloads.intercomcdn.com/i/o/523267007/442cf1bc5ef76798cc7b496e/image.png?expires=1730690100&signature=f22ece1459780207f964298ba3ea0b06fc263ea61b0beca02a2c7e790c293377&req=cSIkFM95nYFYFb4f3HP0gAqMeFC8HJeC22YtUVfNI3ur0SM35Uwd9v5iXuhk%0Agl4%3D%0A) * * * # **Edit User Privileges** **STEP 1:** Click on the name of your team member. **_Note_**_: The user (Admin) in this example is Johanne Dela Cruz._ ![](https://downloads.intercomcdn.com/i/o/523277782/230376c86028cc08901eaf85/image.png?expires=1730690100&signature=33102248409fa3c0e47713ab9fcbb99e2a2086810491f783f7d926bf29d12324&req=cSIkFM55moldFb4f3HP0gKo4csinTvgfgDbbJM6jSOvbqEwJh%2BmyLC2qu6mP%0AF1M%3D%0A) **STEP 2:** Click the **Edit** button. ![](https://downloads.intercomcdn.com/i/o/523282092/ef9b222f098b467624e6ecdc/image.png?expires=1730690100&signature=f537bf8d3b233f5c63c7881b010240840528fc79227e3083a50c5b44ffaf1d33&req=cSIkFMF8nYhdFb4f3HP0gCqSUKWCMKM6fGxyxLyttu3ddSRJPclTR0nAwvXy%0ADiQ%3D%0A) **STEP 3:** Change the necessary details, and then click the **Update** button when you're finished. ![](https://downloads.intercomcdn.com/i/o/523278632/b03e6afe05f3ead7e658c605/Screen+Shot+2022-06-02+at+1.27.13+PM.png?expires=1730690100&signature=8b2ef372c6e1c555cfc78e8b9d64ec540e72b04a1f57d05b750a6c7491509722&req=cSIkFM52m4JdFb4f3HP0gLFDl5Ye%2FaMbK9nNoqlXsRgY3Oe%2BFaUdRsvG7iRN%0AyO4%3D%0A) * * * # **Removing Staff** **STEP 1:** Simply click on the **Remove Staff** link. ![](https://downloads.intercomcdn.com/i/o/523280731/440c5e831513ed9f7d930dbc/image.png?expires=1730690100&signature=6b32f1df896304c907c55f9592c655252f7d374259fae8e012138f898b2b51a4&req=cSIkFMF%2BmoJeFb4f3HP0gMffvgBgDCQH24RgeHFcCoPhYasTbCT1%2BS9zoLT4%0Adgw%3D%0A) **STEP 2:** Confirm the deletion by clicking the **Remove** button. ​ ![](https://downloads.intercomcdn.com/i/o/523280805/6f2bbbed73f38b3854e4b7ca/Screen+Shot+2022-06-02+at+1.27.45+PM.png?expires=1730690100&signature=3f441f5884ad335dc6876650ab3bf581c69b98ad72fb57b9ba1bfeda16686b45&req=cSIkFMF%2BlYFaFb4f3HP0gPOPmQWgZ%2FQGzsYutoFXErR6rVN5%2BxXdThKsDPMb%0A18g%3D%0A) **Helpful Links:** [JuanTax Firm Settings 101](https://help.juan.tax/en/articles/2445565-juantax-firm-settings-101.md) [Transferring Organization Ownership](https://help.juan.tax/en/articles/4491749-transferring-organization-ownership.md) [Accept an Invite to take over a JuanTax Ownership (Subscription)](https://help.juan.tax/en/articles/4491762-accept-an-invite-to-take-over-a-juantax-ownership-subscription.md)