Why can’t I see the “Team” tab on my dashboard?

  • Updated

Only the accounting firm's owners and admins have visibility of your firm’s Team. Make sure you’re logged in as the owner or you have admin access.

Here’s how it appears if you have owner or admin access: 


team_tab_view_for_owner_or_admin.png

 

A team member without access to your firm’s account will only be able to see Clients in the left sidebar. 

Here’s how it appears if you don’t have owner or admin access: 

clients_in_left_sidebar_.png

 

If you have any questions, please contact us here.

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