When a new Team Member is added to your Tax Pro account, they will automatically receive an invite email with instructions on how to proceed. However, in some cases you may want to communicate the link directly, so Legdible gives you the option to copy a link that the other team member may then use to sign up for the account.
To share the link directly when adding a new team member:
- Navigate to the Team tab in Ledgible Tax Professional.
- Click Add a team member.
- Enter the team member's email address.
- On the following page, you will receive the link to invite your team member. You can copy this link and send it to your team member by the method of your choice.
To share an invite link with a team member you have already added:
- Navigate to the Team tab in Ledgible Tax Professional.
- Scroll to the user you would like to resend an invite to, click the Action button, and click Copy Invite Link.