If you have a Practice Manager Plus or Time licence you can create Teams to group together TaxCalc users within your firm. You can also add different tiers to create hierarchies depending on your requirements.
This is particularly useful when assigning Jobs or Tasks meaning a group of users can have visibility of the current workload.
Teams allows certain permissions and functions to work alongside Security Roles, for example, the approval permissions for timesheets.
Creating a Team:
Editing a Team:
Deleting a Team:
Assigning a Team to a Job or Task
When Creating a Job or Task, you can choose whether to assign the Job to an individual or a Team. The assignee or team members will receive reminders regarding the Job (if set) in the Notifications panel and can view their Jobs on the Dashboard view by using the Jobs assigned to me widget.
Bulk Assigning Jobs or Tasks to a Team
Once your teams are created and you have existing Jobs or Tasks to be re-assigned to Teams, you can use the Bulk Update Wizard to do this rather than editing Jobs and tasks individually.
Members of the Team will receive alerts (such as reminders on Jobs) within the Notifications panel.