Understanding and Leveraging Team Member Statuses for Efficient Workflow

Teams for A2X Partners - Roles & Abilities

This article outlines how to set up a team (made up of A2X users) and then how to go on and link this team to your client's accounts.

Teams for Accounting and Bookkeeping Firms

Outlines how to add at team when the A2X account admin is the client.

Teams - How can I link a team when my client is the account admin?

A2X is designed to enable one user to manage many clients and one client to have many users. Below is the summary of A2X's user management.

Accounting Firms - Summary of A2X User Management

Iona Bird

Teams Feature for A2X Partners

Find answers and get help from Intercom Support and Community Experts

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