Accountants with the Team Administrator role can access a Settings page by clicking the “Settings” button on the top navigation bar.
Clicking that button opens the Settings page.
The Settings page is organised into four tabs: “Team members”, “Client users”, “Client invites”, “Email settings”
The Team members tab shows a list of all the accountants in your team, sorted alphabetically by first name. Each team member has the following fields displayed:
First name
Last name
Email
Administrator status (tick or cross)
Invitation status (accepted or pending)
Invitation expiry date
The Client users tab displays a list of all the client users for your firm, and can be downloaded as an Excel file.
The Client invites tab is used for managing the invites you send to clients to enable them to access taxy.
The Email settings tab is where you can upload your organisation’s logo. The logo will appear at the head of all emails sent to your clients.
