Getting started: Admin
Here's you'll find the fundementals of adding users, updating permissions, managing notifications, and reviewing billing.
Articles
- Settings Menu - Overview Workspaces Tab
- Understanding your credits
- Settings: Email and in-app notification controls
- Adding your team to your Filed workspace
- Overview - Reassigning a Return
- Settings: Assigning all new clients to a single teammate
- Removing teammates from your workspace
- Overview - Assigning Imported Returns In Bulk
- Filed Quick Reference — Admin Setup
- Settings Menu - Overview of the Billing Tab
- Settings: AI TaxPrep