Adding a Team Member – Ledgible

Ledgible Tax Information Reporting Administrator accounts allow for multiple users to be added, who can then perform tasks based on their permission level.

To add users to your account:

• Head to the Team tab.

• Click Add Team Member in the top-right corner.

• Enter the team member's email address and then click Add.

• A message will display confirming that you have added a new Ledgible user as a Team Member. They will receive an email prompting them to create an account.

Helpful Tips:

• You can also provide the sign up link shown on the final Add Team Member screen to the new team member directly, if you prefer a different communication method, such as chat, a personal email, or text.

• You can resend or copy the sign up link for new Team Members from the Actions menu.

• Invitations sent to team members expire after 24 hours. The Team Members dashboard will show Expired in the Status column if this is the case. You can resend the invitation email by clicking the button with three dots in the Action column next to the desired team member, then select Resend Invite.