Tax Accountant: Member Invitations and Roles

On this page, you’ll learn about the differences between the permissions available for each role, as well as how to invite members and change their roles.

1．Getting Started

With the Tax Accountant Plan, you can register multiple members who manage your accounting firm (organization) and assign each member a role—Owner, Admin or Regular—to manage their permissions.

2．Member’s Roles and Permissions

Each staff member is assigned one of the following three roles:

• Owner

  The highest-level role, with full access to all functions within the accounting firm. In addition to managing customers, cryptact-related settings, and members, the Owner is the only role that can manage other Owners, including inviting, changing the role of, or removing an Owner.
   

• Admin

  A role that can perform all customer- and cryptact-related operations, as well as invite, remove, and change the roles of members. However, an Administrator cannot perform these actions on the Owner or themselves.
   

• Regular

  A role that can perform all customer- and cryptact-related operations, including viewing and editing customer information, adding customers, renewing contracts, changing plans, hiding customers, and configuring customer login settings. However, a General Member cannot manage members (invite, remove, or change roles) or perform actions on themselves.

3．How to Invite "Members"

• Only Owner and Admin can invite, remove, or change the roles of members.
• Only Owner can perform actions on other Owner, such as changing their Roles or removing them. Admin cannot change the permissions of or remove an Owner or themselves.

1．Log in to cryptact and click the Profile icon → Organization management → Members → Invite Members.

2．Enter the email address of the member you want to invite, select their role, and click Send Invitation.

The invited member can register and log in using the instructions in the invitation email sent by cryptact to their registered email address. Once registered, they will be able to use cryptact according to the role assigned to them.

4．How to Change a Member’s Role

• Only Owner and Admin can invite, remove, or change the roles of members.
• Only Owner can perform actions on other Owner, such as changing their Roles or removing them. Admin cannot change the permissions of or remove an Owner or themselves.

1．Log in to cryptact and click the person icon → Organization management → Members → Edit.

2．Change the Role of the Member you want to update, then click Save.