TaxBandits Knowledge Base

How does my team member access the Taxbandits account?

To allow your team members to access the TaxBandits account, you first need to add and invite them.
Here are the steps:

Step 1: Sign in to your TaxBandits account.  Navigate to the ‘BanditCollab’ settings from the 9-dot menu.

Step 2: On the BanditCollab page, click ‘Invite Team’.
 

 

Step 3: Enter the team member’s email address and provide the group name. You can also assign roles to team members using the Roles provided in the dropdown based on your chosen role      settings. To assign payers to the team, click ‘Assign Payers’ against the team member.
 

 

Step 4: Select the payers you want to assign to the team member and click ‘Assign’.
 

Once the team member is added, they will receive an email invite granting them access to the TaxBandits account. Your team can sign in to the TaxBandits account and will have access to and permissions for the payers you assign to them. 

As the admin, you can manage your team anytime from your settings. You can even deactivate the team access or review their activity through the activity log.

If you’re a tax professional trying to add team members to the TaxBandits account, click here.
If you’re a business owner who wants to add and invite team members to the Taxbandits account, click here.

I have added my team and assigned payers to them. Will they receive all emails from TaxBandits?
When you add a new team member, you can customize their email notification preferences based on their role using the "Notification Control Panel." 

Once the team's email notification has been updated, they can set their email preference from their account and receive email notifications accordingly.

To learn how to access the Notification Control Panel, click here.