Prefer watching to reading? Check out our video tutorial for this article, and many others, on the Ledgible YouTube channel!
Invite and manage other members of your firm on your Ledgible Tax Pro team from the Team Management dashboard. The team members that you add will be able to manage and report on your client returns. This article contains the following sections:
Add Team Member button
This button allows you to invite other members of your firm to view and manage your client returns as a tax preparer. It gives them access to perform any action you can do from your Ledgible Tax Pro account- team members can view, manage, and modify all active clients. See Adding a Tax Preparer as a Team Member for step-by-step instructions.
Team Members list
The Team Members list shows all of the active and invited tax preparers on your team. Each row of the table corresponds to a team member; the columns include (from left to right) the Email address, the Status, the Permission level, and a button (three dots) in the Action column. See Viewing (and Understanding) Team Members Status and Permission for more information on what you might see in this chart as well as what actions you can perform.
Filtering the Team Member list
The Team Members table can be sorted by the values in the following columns:
To sort by column, click the desired column label at the top of the chart. The first click will sort alphabetically or numerically, shown with an up arrow to the right of the column name. A second immediate click on the column label will update the column to be sorted in reverse alphabetical or numerical order, shown with a down arrow to the right of the selected column name. The default sort order is by newest to oldest time since initial invitation.
The Actions button on the Team Management dashboard allow you to manage invitations and team members. The options will change depending on the status of the team member. See Viewing (and Understanding) Team Members Status and Permission for more information.