How to manage employee accounts

About Employee Access

The Employee Access page allows account owners to manage and customize access for employee accounts within ProDesk. From this page you can:

• Add employee accounts – create new employee accounts for your office (how to)
• Edit employee information – update employee details
• Remove employee accounts – remove access when it is no longer needed (how to)
• Manage employee permissions – grant or restrict access to specific features and functions
• Reset employee passwords – reset an employee's password if they cannot access their account

Edit employee information or manage permissions

1. Log in to your ProDesk account and select My Account on the top-right corner of the Preparer Tool page.
2. Locate Employees and select Edit.
3. Under Employees, open the desired account by selecting the corresponding Username.
4. Under the employee name, select Edit ___ Information.
5. Update the employee's information and manage their permissions and access.
6. Click Save & Continue (either the upper-right or lower-right button) to save your changes.