How to assign a group for the team member?

Last modified 4/29/2025 3:27:23 AM EST

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

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

Step 2: On the Team Management 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.