Editing Teams and Members

To edit teams:

1. In Tax Operations, click Manage, and then Teams.
2. Select a team, and click Actions, and then Edit
3. Edit the teams and members and click OK.
4. Click OK.

To edit users:

1. In Tax Operations, click Manage, and then Users.
2. Select a user, and click Actions, and then Edit
3. Edit the information and click OK.

Note:

You can use the Clear Settings button to change a user's settings back to the default setting. This affects the persistence of the UI state. Examples of what changes include: reset of their default dashboard, column visibility and ordering would go back to defaults, and it would collapse states of the subregion of the transactional dashboard. Team affiliation and out of the office status are examples of what does not change.