Portal Access: Multiple Logins & Profiles
Sometimes it’s handy to have multiple users accessing one client profile at TaxDome. For instance, if you have a non-personal profile (i.e. you are an organization), you’ll likely want to give several people access to it. Or you might be an individual client and you may want your spouse to have access to your account. It can also happen that one person requires access to several different accounts (for example, an account for organization you work in, a personal account, etc.). This is why we have given you the option of Multiple Logins.
Adding a User to Your Profile
- Go to Settings, then click on the + Add user link.
- Type in the user's email address.
- Add notes to describe the additional user profile (for example, you can write My spouse)
- Click SAVE.
Once the new user’s account has been created, the system will send them an activation request by email. In order to activate their account, the user must accept the request and create a password. The new account will be automatically linked with your existing client profile, so that you and the additional user will have separate login credentials for accessing the same account.
Removing a User from Your Profile
If you no longer wish to grant account access to the additional user(s), you can delete them. To do so, navigate to your profile, click on the pencil icon next to the Profile Access, click the Remove link under the user details, then click SAVE.
Your account will remain intact, but the removed user will no longer be able to access it.
Switching Between Profiles
Users who have access to various clients’ accounts can easily switch between them. Once you logged in, you will see the pop-up where you will be able to select the desired account. In this pop-up, you can see the total number of notifications that need your attention (unread documents, messages, new organizers, invoices, etc.).
You can access this pop-up anytime later by clicking on the Switch account link at the bottom of the blue sidebar. During a session, you can switch between accounts as many times as they want.