The Teams feature allows A2X partners to group together staff members who work on similar client accounts. Rather than granting access to one user at a time, you can give access to the entire team.
You can create an unlimited number of teams. Within Teams, different roles provide different control and access. Here is an overview of the roles and abilities within Teams.
Team Captain and Team Admin Abilities
The A2X user who creates the team is the Team Captain by default.
There can be only one Team Captain per team, and there must be a Team Captain at all times.
The Team Captain can assign one or multiple Team Admins per team to assist with managing the team.
To switch the Team Captain to another user, please contact support at partners@a2xaccounting.com or via the chat icon in A2X.
Only the Team Captain can action the following:
Assign and unassign Team Admins
Disband the team
The Team Captain and Team Admins can action the following:
Invite new users to the team
Remove users from the team
Send "Requests to Account Admins to Link the Team" --- see below in this guide for more info.
Teams page for the Team Captain:
Teams page for Team Admins:
Team Member Abilities
Unlink themselves --- any team member can unlink themselves from the team, EXCEPT for the Team Captain.
Link accounts --- any team member can link an account to the team IF they are the Account Admin in the A2X account.
Teams page for Team Members:
Request to the Account Admin to link this team to an account
Only the Account Admin can add new users to an A2X account. If the Account Admin is not on the team (e.g. your client is the Account Admin), the Team Captain or a Team Admin will need to click on the blue 'Request to the Account Admin to link this team to an account(s)' link to send a request.
Please note: Only the Team Captain or a Team Admin can send this request.
Please refer to our support article HERE for more info on this request.
Related articles: