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Workspaces

Every bank you link to TheBooks.tax belongs to a workspace.

When you create a user account on TheBooks.tax, we automatically create your first workspace. You can create additional workspaces at any time.

Create a workspace​

  • Click the workspace dropdown in the header bar
  • Click Add Workspace
Diagram

Manage workspace settings​

Load the workspace settings page to rename your workspace, invite members, or remove members.

Diagram

To invite a member, click Create Invite Link to generate a shareable link. Anyone with the link can join your workspace as a member.

Workspace roles and permissions​

Whoever created the workspace is an admin. Anyone invited to the workspace is a member. Admins can change a member's role at any time.

Members cannot delete a workspace, rename a workspace, invite users, or remove users. They can do everything else including adding banks, removing banks, managing reports, and re-categorizing transactions.