Team tab features
The Team tab lets you manage all aspects of your team's status and documents in one place.
4 articles
- Understand the team member profileExplore what information you can find in a team member’s profile and how it helps you manage their records effectively
- Add new team membersAdd new team members in Workstream using bulk import or manual entry.
- Use filters on the Team tabUse tax entity filters and the My team only toggle to manage the right group of team members and ensure actions apply correctly.
- Export team member dataExport team member data as spreadsheets or download full document packets, with options for bulk exports and specific file types.