Multi-Access: Users & Roles

The ability to add multi-user access is built right into your TaxJar Professional account.

To get started, navigate to Account in the navigation bar of your Dashboard, then Users & Roles:

You can add users by clicking "Invite New User." The next screen will prompt you to send an invitation to their email address and choose a Role for that user:

  • NOTE: If you added Users to your account prior to 10/10/18, you won't see the ability to assign a user role for those members, but you can "Remove" the user and send a new invitation to assign a permission level to those members.

Users you invite will see this message:

Once they accept your invitation, you'll also receive an email notification:

The next time you login to your TaxJar account, you'll see a list of users who have accepted your invitation and now have the ability to view your Reports.

  • You can remove a Team member at any time by clicking the 'Remove' link next to their email address in your Users & Roles Dashboard.