Enable assigned members on client profiles

Enabling assigned members on the domain level restricts access to all FileRoom binders and TaxCaddy client profilesby default. Restricted binders and client profiles can then only be accessed by Owners, Assigned Members, and Firm System Administrator.
Follow these steps to enable this feature on your domain:
  1. Sign in to SurePrep FileRoom with your credentials and password then select
    Sign In
    .
  2. Select the FileRoom dropdown then select
    Admin
    .
  3. Select
    Enterprise Features
    on the toolbar.
  4. Select
    Manage Restrictions
    .
  5. Mark the
    Checking this box will limit SPBinder access to members assigned to the binder
    checkbox. This option allows only selected assigned members the permission to view profiles for clients they are assigned to while restricting access to clients users aren't assigned to.
    .
    The member engagement option will now be visible on client profiles. To view assign or remove members, select
    More Actions
    on the navigation bar then select
    Member Engagement Team
    .
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close