Systemrollen Eigentümer, Administrator, Mitarbeiter

There are three different system roles a firm’s team members can have on TaxDome: owner, employee or admin. There is only one owner, but there can be multiple admins and employees. System roles are different from account roles which are used for task and job distrubution between the team. 

Rolle des Eigentümers

There can only be one owner. This is the person who initially registered the firm with TaxDome.

An owner can do any of the following:

• Zugriff auf alle Funktionen und Konten von TaxDome- und die Zugriffsrechte können nicht widerrufen werden

• Hinzufügen und Löschen von Teammitgliedern

• Wählen Sie Rollen für Teammitglieder (Admin oder Mitarbeiter)

• Zugriffsrechte für Mitarbeiter auswählen

• Verwalten von Abonnements

• Zahlungsarten ändern

• View information on jobs, tasks, assigned client activity for all employees, as well as the team summary on the Insights page

• Set weekly capacity for team members

Rolle des Administrators

An admin is a person to whom an Owner assigns some of the firm management rights. Like the owner, an admin has immediate access to all of TaxDome’s features and accounts. They can also add new employees and select access rights for them.

However, an admin cannot do any of the following:

• Festlegen oder Ändern der Rollen von Teammitgliedern (z. B. Wechsel eines Mitarbeiters zum Administrator oder umgekehrt)

• Hinzufügen und Löschen von Admins

• Verwalten von Abonnements

• Zahlungsarten ändern

• Connect TaxDome to QuickBooks Online

• Edit and delete comments on the jobs left by the firm owner

• Verbinden Sie die Firma mit dem IRS

Rolle des Mitarbeiters

Depending on their responsibilities, employees are given different access rights on TaxDome. The owner and admin choose which access rights employees should have during the registration process. Access rights can be changed or added at any time. Here’s more on employee access rights .

An employee’s usage remains limited until they have client account access. When adding an employee, you can do one of the following:

• ihnen Zugang zu einer ausgewählten Gruppe von Kundenkonten geben

• Give them View All Accounts access rights (here’s an explanation of all access rights )

  An employee cannot do any of the following:

• ihre eigenen Zugriffsrechte oder die von anderen zu ändern

• Give other team members access to accounts—unless they have been given the Assign teammates access rights

• View stats in the Team summary widget on the Insights page

• Kommentare anderer Teammitglieder auf der Website Aufträge löschen

• Chat-Nachrichten löschen

Rollen festlegen oder ändern

An owner can set or change a role when adding a team member or at any time. To change a team member’s role:

1. Go to Settings > Team & Plans, open the Team members tab, click on the three dots to the far right of the team member’s name, then click Edit.

2. Select the new role for the team member in the drop-down, then confirm by clicking Continue.

3. Click Save.

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