To Edit or Remove access in your account, click on the Account Name and select Firm Settings.

  • To Edit staff details, follow the steps below:

STEP 1: On the Staff Management screen, select the staff member whose details you want to update.

STEP 2: Choose the detail you want to update or the new level of access for the Staff and click Update.

After clicking the Update button, you will get a notification on the upper right part of your screen that the staff details were successfully updated.

  • To Remove staff access in your firm, follow the steps below:

STEP 1: On the Staff Management screen, select the staff member whose access you want to remove and click Remove Staff.

STEP 2: A pop-up screen will appear, click the Remove button to proceed with removing staff access.

Helpful Links:

JuanTax Firm Settings 101

Firm Settings User Roles: An Overview

Transferring Organization Ownership

Accept an Invite to take over a JuanTax Ownership (Subscription)

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