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.
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From the Clients menu, select Clients list then find and open the required client.
If any of the entries are greyed out and you cannot select them, this is a restricted client — the client record has been set to Private and you do not have access. Contact your IRIS Elements administrator if you believe this is a mistake.
- Select the Information tab
- Select the Practice roles sub-tab.
- For each role, select the person in your practice you want to fulfil that role.
- To add any missing practice roles, select Configure .
- Create the new roles then return here to assign practice members.
- Select Save.