How do I change the organizations assigned to my staff?
27 views | Last modified 3/21/2024 9:34:01 AM EST |

Follow the below steps to change the organizations assigned to your staff. 

Step 1:  Log in to the Tax990 account. Navigate to the ‘My Account’ menu and Click ‘Manage Staff’.

Step 2: Click on the 'Manage Organization' next to the corresponding staff to change the assigned organizations.

Step 3: Click on the delete icon under the ‘Action’ column to remove the assigned organization, and click on ‘Assign Organization’ to select a different organization.