In TAAX Pro, employees are team members who help manage business operations such as handling appointments, sending invoices, reviewing documents, and managing customer interactions. The Viewing Employees section lets you see a list of all team members, their assigned roles, and what actions they’ve performed on the platform.
This helps you track who has access to the system, what permissions they have, and how responsibilities are shared, making it easier to manage tasks, delegate work, and stay on top of team activity.
Follow the step-by-step guide below on how to view the employees on the TAAX Pro platform.
Step 1: Navigate to the left side panel, hover over the “Employees” section, then click on the “View Employees” option.
Step 2: The View Employees screen will appear, showing the complete list of employees currently added to the system. Here, you can review each employee’s details, name, email, and active status.
Adding an Employee
Adding employees to the system allows you to assign them specific roles, permissions, and responsibilities based on their job functions.
Refer to this document to understand how you can add an employee: Adding Employees
Editing the Existing Employee
In TAAX Pro, you can edit the employee’s details like their employee name, email, location, status or password helps keep their profile accurate and up to date.
Step 1: Click on the “Edit” button next to the employee you want to edit.
Step 2: The Edit Employee screen will appear, showing the complete details of employees currently added to the system. Here, you can update employee details, such as employee name, email, location, status, or password.
Step 3: After updating the details, click on the “Save” button.
Step 4: After clicking on the “Save” button, a success message will flash on the top of the screen.
