Managing Your Team

Firm Administrators have the ability to invite staff, manage permissions, and enforce approval rules across the firm.

Adding a New Team Member

To add a new accountant or administrator to your firm:

1. Navigate to the Team tab on the main dashboard.
2. Click the Invite Member button.
3. Enter their email address and select their appropriate role.
4. They will receive an email invitation to set up their password and join your workspace.

Understanding Roles

Complyax has two primary roles for your staff:

• Admin: Has full access to the firm. Admins can view billing, invite other staff, connect the firm-wide HMRC account, export audit logs, and provide final sign-off on tax filings.
• Accountant: Dedicated to daily operations. Accountants can run VAT reconciliations, draft HMRC notice replies using the AI, and manage client deadlines. However, they cannot execute final submissions or change firm-wide billing settings.

Removing a Team Member

If a staff member leaves your firm, you should revoke their access immediately:

1. Go to the Team tab.
2. Locate the user in the directory.
3. Click the Delete button next to their name.

Setting Approval Rules

To maintain high quality, you can enforce mandatory administrative review controls.

• Navigate to Settings.
• Toggle the setting for Mandatory Admin Sign-off.
• When enabled, Accountants will only be able to mark drafts as “Ready for Approval”, routing them to the Review Queue where an Admin must provide the final authorization before submission to HMRC.