- Help Center
- CountingWorks PRO 3.0
- Manage Team
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Getting Started with CountingWorks PRO
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CountingWorks PRO 3.0
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Portal 2.0
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CountingWorks Learning Center
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Green Portal
- Automated Newsletter
- eSign
- Online Appointments & Reminders
- Client Management
- Improve Your Presence
- Message Center
- Professional View Portal
- Tips & Tricks
- Domains
- Website Editor Plugins
- Website Editor
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- Admin Users and Roles
- Security
- Leads - Automated Lead Management
- Communication - Special Announcements
- Subscriber Management
- Client Alerts
- Greetings
- Portal Client View
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TaxBuzz / CountingWorks
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Rackspace Email Set Up
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General
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ADP
How do I add/remove staff?
To Add:
Log in to your portal at app.countingworkspro.com.
At the top right, click on your initials or image to the left of your name (if you've uploaded an image, the image will replace your initials), and then Settings.
Scroll down to the section that says Add Workspace Member, click the ADD button and make your selections from there.
Once those steps have been completed, click on the ADD button and the user will receive an email to accept the team invite.
To Remove:
To remove workspace members, go to the same place as above but scroll one section further to Workspace Members. There you can see everyone who is a part of your Workspace and their roles. Click the red 'Remove' button to take away their access to your Workspace.