Admins and members

Everyone in a firm is an admin or a member. Both do the same work on projects. Only admins manage the firm and its people.

The person who creates a firm is its first admin. A firm always has at least one admin.

What you can do	Admin	Member
Create projects, add returns, extract, review and export	Yes	Yes
Change your own name, sign-in methods, password and preferences	Yes	Yes
Leave the firm	Yes	Yes
See who is in the firm and who has been invited	Yes	No
Invite people and revoke invitations	Yes	No
Change someone's role or remove them	Yes	No
Reset someone else's authenticator	Yes	No
Rename the firm	Yes	No
Require the authenticator or make it optional	Yes	No
See Billing and usage	Yes	No

Settings opens on Members for an admin and on Account and security for a member. A member sees only Account and security and Preferences.

Good to know

• You can't change your own role or reset your own authenticator. Another admin does it. To remove yourself, leave the firm.
• The last admin can't leave or be made a member. Make someone else an admin first.
• You choose a role when you invite someone, and an admin can change it later. The person is emailed when their role changes.