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hello this is Kevin with tax Dome in this video you will learn how to request access to a client account that you dont have access to if your team members mention you while interacting with a client account you will receive a notification Im logged in as a firm member who currently doesnt have access to any client accounts if I go into the inbox plus I will have some notifications from team members who have mentioned me inside accounts that I dont have access to if I click on the account name I will be led to a page that tells me that I cannot enter the account since I dont have the rights however there is a button here that I can click in order to request access to the account from my team if I switch to the firm owner perspective and open the Inbox plus from here I will see that there is a new notification about the team member requesting access to an account I can simply click on the grant access button and the employee will instantly be able to see the account in their client
