Team Management
Accessing Team Management
To get started, navigate to the "Team" section in your Movestax menu. This is where you can manage all user-related activities for your workspace.
Creating and Inviting New Users
Invite New Users:
Step 1: Click on the "Invite User" button.
Step 2: Enter the email address of the individual you want to invite.
Step 3: Click "Send Invitation." The user will receive an email with instructions to set up their account and join your Movestax team.
Manage Sent Invitations:
In the "Invitations" tab, you can view the status of all invitations you’ve sent. Here, you can resend invitations if necessary or cancel them if they are no longer required.
Viewing and Managing Team Members
View Team Members:
In the "Team Members" tab, you’ll see a list of all active users in your workspace. Each entry displays the user’s name, email, role, and last login date.
Remove Users:
If a team member no longer needs access, you can easily remove them from the team. Click on the user’s entry and select "Remove User." This action will immediately revoke their access to your Movestax account.
Best Practices for Team Management
Security: Make sure to assign roles carefully, granting only the necessary permissions based on the user’s responsibilities.
Regular Reviews: Periodically review your team’s membership and roles to ensure everyone has the appropriate access.
Team Collaboration: Encourage collaboration by ensuring that all relevant team members have the access they need to contribute effectively.