How do I assign organizations to my team?
Follow the steps below to assign the organization(s) for the stuff you added.
Step 1: Log in to the Tax990 account. Navigate to the ‘My Account’ menu and Click ‘Manage Staff’.
Step 2: You will find the list of staff you’ve added. Click on 'Assign Organization' next to the corresponding staff.
Step 3: Select the organization(s) you want to assign and click ‘Assign’
After assigning the organization(s), you can view the number of organizations assigned to the corresponding staff member in the list.
Need more help?
Get in touch with our dedicated support team Contact Us
