Request & grant account access for team members

Team members without access to a client account or pipeline can request it from TaxDome, and firm owners or team members who can assign teammates can grant it.

When you need to request access

If a team member without access to a client account opens any page within the client profile, they’ll see a 401 error. This could happen:

• If a team member mentions them in a chat thread with a client whose account they don’t have access to
• If a team member mentions them in a job for a client whose account they don’t have access to, or in a job inside a pipeline that isn’t available to them

Request access

To request access to a client account or pipeline, click Request access in the Inbox+ notification or on the error page.

Grant access

Firm owners and team members with the Assign teammates access right get an Inbox+ notification about the request. To give the team member access, click Grant Access in the notification.

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