Intuit Practice Management Help Center
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Settings
Learn how to set up your personal and practice settings.
37 articles in this collection
Written by
Ian Vacin,
Andi Ancheta,
and
Erin Jamison
Overview
Overview of Settings
Ability to customize to suit how your company operates by, adding custom workflows, contact types, templates and integrations in Settings
Written by
Andi Ancheta
Updated over a week ago
Video overview of Settings
Customize the platform to suit the way your firm operates by adding custom workflows, contact types, templates, work types and more.
Written by
Andi Ancheta
Updated over a week ago
Managing Colleagues
Video overview of Colleagues, Teams, and Job Roles
Understand the basics & defaults for colleagues, teams and job roles to customize for the way you and your team work.
Written by
Andi Ancheta
Updated over a week ago
Invite a colleague
Adding a colleague or new user is as simple as adding their email address and clicking 'invite'.
Written by
Andi Ancheta
Updated over a week ago
Updating a user's handle used to mention them in a message
Mention handles are used to notify team members in internal messages. This handle can be updated from Settings.
Written by
Andi Ancheta
Updated over a week ago
Controlling user permissions
Control who on your team is able to edit certain company-wide settings.
Written by
Erin Jamison
Updated over a week ago
What user permissions are given to a new user?
Standard user permissions are are turned on by default for new users.
Written by
Ian Vacin
Updated over a week ago
Can I resend a user invitation?
Yes, if an invitation has gone unanswered you can resend it from the Settings page.
Written by
Andi Ancheta
Updated over a week ago
How do I remove an archived colleague as an option for assignments
Remove an archived colleague as an option for assignments with a few short steps
Written by
Ian Vacin
Updated over a week ago
What happens when someone leaves the company?
How to handle email addresses, work and tasks belonging to people who are no longer part of your team.
Written by
Ian Vacin
Updated over a week ago
Remove a colleague
A team member can be removed from your Intuit Practice Management powered by Karbon account at any time from your Settings menu.
Written by
Andi Ancheta
Updated over a week ago
Managing the replacement of a team member
Reassigning works and tasks to a new team member when another leaves is easy. Just follow these steps.
Written by
Erin Jamison
Updated over a week ago
Restore a Colleague
How to restore a colleague's access to Intuit Practice Management powered by Karbon from Settings
Written by
Ian Vacin
Updated over a week ago
Edit your own, or a colleague's details
You can edit your own or your colleagues' details from the Settings section.
Written by
Andi Ancheta
Updated over a week ago
How can I see if a colleague is online?
Everywhere you see a colleague’s avatar image, you’ll see a green dot if they are currently logged in.
Written by
Andi Ancheta
Updated over a week ago
Can I invite a user with a different email domain?
Yes, it is not necessary for all users in your Intuit Practice Management powered by Karbon account to have the same email domain
Written by
Ian Vacin
Updated over a week ago
Contact Settings
Contact Settings
Change the preference for how your contact names are displayed and create contact types for segmentation of your clients
Written by
Ian Vacin
Updated over a week ago
Contact Name Display
Change the preferences of how your contact names are displayed
Written by
Andi Ancheta
Updated over a week ago
Adding, editing, or deleting a contact type
Contact types are a useful way to categorise your contacts. Here's how to manage them.
Written by
Andi Ancheta
Updated over a week ago
Your user profile
Edit your user profile
Edit your user profile photo, update your contact information and update your signature.
Written by
Erin Jamison
Updated over a week ago
Edit user profile photo
You can add or change your profile photo. This will display as an icon next to any email, Work or tasks that are assigned to you.
Written by
Andi Ancheta
Updated over a week ago
What if I use an e-signature product like Black Pearl?
Intuit Practice Management powered by Karbon works fine with third party email signature tools.
Written by
Ian Vacin
Updated over a week ago
Are signatures included in all outgoing emails?
As a default, your signatures will only append to new emails you compose. However, you can easily change this behavior.
Written by
Andi Ancheta
Updated over a week ago
What about my existing signature inside Gmail or Office365?
To import your existing signature, simply go into your name through the Main Menu and select import signature.
Written by
Andi Ancheta
Updated over a week ago
Email signatures
Email signatures work in the same way as in other email programs. Here's how to configure them.
Written by
Ian Vacin
Updated over a week ago
Teams
What is a client team?
Client teams lets you specify which colleagues work with specific clients.
Written by
Andi Ancheta
Updated over a week ago
Adding and managing Teams
Make use of teams to work the way your firm does. Here's how to set up teams and add team members.
Written by
Andi Ancheta
Updated over a week ago
Updating a team's mention handle
Mention handles can be used to notify all members of a team in internal messages. This handle can be updated from Settings.
Written by
Andi Ancheta
Updated over a week ago
What is a work team?
Works teams describe everyone who is involved in a piece of work, including the work owner and any colleagues involved or assigned a to-do.
Written by
Andi Ancheta
Updated over a week ago
How-tos
Time & Budgets Settings
Turn Time & Budgets on or off and change the preferences for tracking time, budgets and expenses.
Written by
Erin Jamison
Updated over a week ago
Auto Share email to and from contacts
Each user has a setting that will automatically share emails with any contacts.
Written by
Andi Ancheta
Updated over a week ago
Accessing the app when you work with multiple email accounts.
If you are managing more than one profile or email account on the one device, we recommend following these steps.
Written by
Andi Ancheta
Updated over a week ago
Adding or editing Roles (including dollar amounts)
Use Roles when you create a template if you don't know which team member will perform a task and to associate dollar amounts.
Written by
Ian Vacin
Updated over a week ago
FAQs
As an admin where can I see if my staff are auto-sharing their email?
You can see which team members have chosen to auto-share their email from the Colleagues page.
Written by
Ian Vacin
Updated over a week ago
How do I make all emails sent from my team visible by default?
There is no setting to make all emails sent by your team visible, but each user can update this for themselves.
Written by
Ian Vacin
Updated over a week ago
Why can't I adjust the auto share email setting for my colleagues?
To ensure no sensitive emails are shared, only each user is able to update this setting for themselves.
Written by
Ian Vacin
Updated over a week ago
Why can't I see Settings in my main menu?
Settings are only viewable if you have Admin permissions.
Written by
Andi Ancheta
Updated over a week ago