Assign practice roles

Practice roles are essentially job roles, such as account manager, partner, payroll manager, and so on, used to assign to members of your practice for that client.

1. From the Clients menu, select Clients list.
2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

3. Select the Information tab
4. Select the Practice roles sub-tab.
5. For each role, select the person in your practice you want to fulfil that role.
6. To add any missing practice roles, select Configure .
7. Create the new roles then return here to assign practice members.
8. Select Save.