Intuit Practice Management

Understand the basics & defaults for colleagues, teams and job roles to customize for the way you and your team work.

Video overview of Colleagues, Teams, and Job Roles

Adding a colleague or new user is as simple as adding their email address and clicking 'invite'.

Mention handles are used to notify team members in internal messages. This handle can be updated from Settings.

Control who on your team is able to edit certain company-wide settings.

Standard user permissions are are turned on by default for new users.

Yes, if an invitation has gone unanswered you can resend it from the Settings page.

Remove an archived colleague as an option for assignments with a few short steps

How to handle email addresses, work and tasks belonging to people who are no longer part of your team.

A team member can be removed from your Intuit Practice Management powered by Karbon account at any time from your Settings menu.

Reassigning works and tasks to a new team member when another leaves is easy. Just follow these steps.

How to restore a colleague's access to Intuit Practice Management powered by Karbon from Settings

You can edit your own or your colleagues' details from the Settings section.

Everywhere you see a colleague’s avatar image, you’ll see a green dot if they are currently logged in.

Yes, it is not necessary for all users in your Intuit Practice Management powered by Karbon account to have the same email domain