Edit followers

Edit followers

Select
Administrative
, then
Client Management
.

Select
MANAGE CLIENTS
.

Select
Edit Followers
.

The status column shows which clients are eligible to edit.

You can select the client whose follower list you want to edit or you can select multiple clients to make the same changes at once.
If you are editing all of your firm's clients in bulk, make sure your firm's
Manage Bulk Action
settings in FileRoom are updated.

After you select the clients, a selection bar slides up from the bottom of the page. Select
EDIT FOLLOWERS
to edit the selected clients. Select
DESELECT ALL
to cancel and clear all selected clients.

In the
Edit Followers
window, select the tax professionals at your firm that you want to follow or unfollow for the selected client.
note
You can use the search feature to find the users you see.

Select
ADD
for this user to follow the selected clients.
Select
REMOVE
for this user to unfollow the selected client.

note
Due to access restrictions set by the firm, some users won’t be able to add as followers if they are restricted from accessing the selected client's profile.
Make any necessary edits to the selected client's followers. You can make multiple edits to a client's follower list before saving any updates. Changes are reflected in the
Add as Followers
and
Remove as Followers
areas.
note
Client access restrictions may prevent you from adding certain users as followers.

Select
SAVE
to keep your changes.

To move the bulk of your firm's users to unfollow clients use the
Remove as Followers
section. Select
REMOVE ALL
of the Users panel.

All users listed under the Users panel will be added to the
Remove as Followers
panel.

You can also select
CLEAR ALL
to reset the
Add as Followers
and
Remove as Followers
panels and restart making your edits.

You can also remove some but not all users in a panel. Select the
X
to their name.

View followers

Select the
Menu
icon on a client tile, then select
Followers
.

Once you've reviewed the information, select
DONE
to close and return to Client Management.

Filter clients by followers

Select the
Followers
filter from the
ADD FILTER CATEGORIES
dropdown.

Select a listed user to only display clients that they are following. You can enter a specific user's name into the
SEARCH
bar to save time.

note
You can select multiple users from the list provided to display clients that all selected users are following.
Select
None
to show clients who don’t have any followers.

You can point to the blue
Followers
checkbox to see a complete list of the users you've selected.

Select the
Arrow
to open the selection dropdown to add or remove users from your filter.

You can select the
X
to remove the filter.

Followers restrictions

Unable to add one or more users as followers for ___ of ___ clients. If the failed users are not restricted, please request them to log into TaxCaddy and then try again.

Statuses