Equipa (Básico): Funcionário Direitos de acesso
Dependendo das suas responsabilidades, um funcionário tem diferentes direitos de acesso em TaxDome. Um proprietário ou administrador escolhe os direitos de acesso que o empregado deve ter quando o regista, mas esses direitos de acesso podem ser alterados ou acrescentados em qualquer altura.
Abrangido aqui:
Alterar os direitos de acesso de um empregado
Um proprietário ou administrador pode alargar os direitos de acesso de um colaborador para incluir mais do que os descritos abaixo. Para alterar os direitos de acesso de um colaborador:
1. Aceda a Definições, seleccione Equipa e planos na barra de menus, clique nos três pontos à direita do nome do empregado e, em seguida, clique em Editar.
2. Selecionar os direitos de acesso específicos para o empregado, activando-os.
3. Clique em Guardar.
Todos os direitos de acesso, explicados
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Seguem-se as descrições das diferentes permissões oferecidas no menu Direitos de acesso:
CRM permissions
| Ver todas as contas | The employee can view all of the firm’s accounts (instead of being limited to only assigned ones). They can also view and send secure messages and emails, and create and read notes for all accounts. To give them access rights to view all contacts as well, toggle on View all contacts. |
| Manage accounts | The employee can create new accounts and manage existing ones (edit personal details, add a user to a profile, export account list, etc.). They can also edit account notes created by the other team members. |
| Manage contacts | The employee can create new contacts, link contacts to their assigned accounts, import accounts and contacts, export contact lists, edit existing contacts, and merge duplicates |
| Manage tags | The employee can create, delete and apply tags |
| Manage custom fields | The employee can create, rename and delete custom contact and account fields |
| View all contacts | The employee can view all of the firm’s contacts. To allow an employee to interact with all accounts, toggle on View all accounts |
| Assign teammates | The employee can give other employees access to accounts |
| Invoicing permissions | |
| Gerir pagamentos | The employee can add, edit or delete manual payments for all of the accounts to which they have access. They can also delete ACH payments. To allow them to create and view manual payments for all accounts, toggle on View all accounts |
| Gerir contratos | The employee can send contracts to clients |
| Gerir registos de tempo | The employee can see and open the Time Entries subtab under the Invoices tab in their client accounts. And they are allowed to edit and delete time entries created by all employees for that account. Note: the employee doesn't need access rights to manage invoices for viewing the Time Entries subtab only |
| Gerir facturas | The employee can go to the Invoices tab in a client account to create, view and assign invoices to other team members. To give an employee access to all of the firm’s invoices, toggle on View all accounts. Note: the employee can assign invoices only to team members who have access to that account |
| Manage services | The employee can create, edit and delete firm services |
| Workflow permissions | |
| Gerir projetos | The employee can create, edit and delete pipelines. Note that viewing existing pipelines is only possible if they are listed on the Available to field of the pipeline settings. Read more on giving pipeline access |
| Manage job recurrence | The employee can add accounts to the recurrence schedule and set up individual schedules for all of the accounts to which they have access. To allow them to manage job recurrence for all accounts, toggle on View all accounts |
| Organizers permissions | |
| Gerir organizadores | The employee can send organizers to clients |
| Edit organizer answers | The employee can change or add answers to the client's organizers. Here's more on completing organizers on a client's behalf |
| Other permissions | |
| Gerir documentos | The employee can upload, move, edit and delete documents and folders, as well as apply folder templates in their assigned accounts. Employees without this access right can only view documents and folders. To allow an employee to manage documents for all accounts, toggle on View all accounts |
| Manage templates | The employee can create, edit and delete templates for tasks, folders, messages, organizers, jobs, invoices, contracts and emails |
| Charge firm balance | The employee can add funds to the firm’s KBA balance |
| Manage site | The employee can set up the firm’s landing page hosted on TaxDome and edit it |
| Mute emails | The employee can mute the notifications for email threads. Here's more on muting threads |
| Manage public filter templates | The employee can create and delete public filters. Here's more on sharing filter selections |
| Manage IRS transcripts | The employee can access the IRS subtab under Docs tab of the client account and request or view transcripts from there |
