What role settings are available in BanditCollab?
407 views |Last modified 10/3/2024 12:46:26 AM EST | Added by TaxBandits Team

If you're using a TaxBandits PRO account (Tax Professional), you (Admin) have the option to customize the role settings for your team based on your preferences. 

Here are the options available:

• BanditSolo (No role)

This system grants an equal level of permissions to all your team members, allowing them to prepare, edit, approve, pay, and transmit forms. 

This system is best for tax professionals with a small team where all members have the same responsibilities and access. 

• BanditDuo (Two roles)

With this system, there are two roles available: Preparer and Approver.

• Team members assigned as Preparers can prepare and edit forms.
• Team members assigned as Approvers can prepare, edit, pay, and transmit forms from the cart. 

This system is best for tax professionals leading teams with tiered responsibilities.

• BanditTrio (Three roles)

This system has more specific privileges for each role - Preparer, Approver, and Transmitter.

• Team members assigned as Preparers can only create and prepare forms.
• Approvers have access to prepare forms and approve them by adding them to the cart.
• Transmitters can pay for and transmit approved forms that are in the cart. However, they don’t have access to create or approve forms. 

This system is ideal for tax professionals with a large team that has clearly defined responsibilities and levels of access during the filing process. 
 

Note: In addition to these roles, you have the option to make team members a Co-Admin regardless of the role setting you choose. To do this, click the ‘edit’ icon and select the ‘Co-Admin’ role under ‘Team Member Role’ dropdown. 

If you choose to make the team member a Co-Admin, they will have access to do everything that the admin can in the account, with the exception of adding additional Co-Admins.