User roles and permissions

Neo.Tax now supports three different permission levels along with company access control (only applicable to accounting firms). Below is a list of permissions for the three levels, Admin, Member, and Non-Financial:

• Admin has full access to all companies and can invite other users
• Member has full access to select companies and cannot invite other users
• Non-Financial has limited access to select companies and cannot invite other users

Detailed Role Differences

Firms/Multiple Companies

Single Companies:

Steps to Invite a New Member:

1. Members > Invite New Member

2. Select permission level (Admin, Member, Non-Financial)

3. Select access to company/companies

   • Admin selects all companies and greys out company selection
   • Must select one or more companies to invite

4. Invite new member

5. Invite email sent to user

6. User signs up via invited email address

Steps to Edit Permissions/Company Access:

1. Members > View/Edit

2. Opens edit modal to change permissions level and company access

   • Permissions cannot be edited white the user is still in the “invited” status

FAQs:

Company selection in invite modal:

• Select one, multiple, or all companies

Company access display:

• Can hover over number to display list of companies the user has access to

Editing role/company access:

• Update team member modal

Viewing members page:

• Only the Admin can look at members page. Member and Non-financial users cannot view members page because from an accounting firm perspective, a client should not be able to see all members within the accounting firm