TaxBandits Knowledge Base

How do I assign a group for the team member?

To assign groups for the team members, follow the instructions:

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

Step 2: On the BanditCollab page, select the 'Assign Group' under the 'Assigned Group' column for the team member.
 

 

Step 3: Select the 'Group Name' you want to assign your team member and click 'Assign New Group'.
 

 

The group name will be successfully assigned to the team member.