Simply choose a pre-selected user role for team members on your account. This way you can increase access or restrict access with the touch of a button.
Please keep in mind that access to user settings might be restricted for some user roles; please contact your EXEMPTAX account owner to check if you have sufficient access rights to perform this function.
The following documentation outlines how you can manage team members' access rights.
1. Start the process by selecting the button "Company Settings" (1).
2. Once in the Company Settings, select menu function "Users" (1) and press on the existing user (2) you would like to maintain.
3. The Edit User modal will provide you with options to either change access rights by pressing on the "Permission Level" (1) dropdown or activate/deactivate a user by hitting the "Status" (2) dropdown.
TIP: Each user permission level provides for different access rights. The dropdown "Permission Level" gives you a quick summary of access rights as reference.