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.
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.