On the Organisation Board you are able to set a role for each organisation.

You can set Partner, Manager and Acct Bookkeeper. To make sure nothing gets missed also set a Default Role for Unassigned

You can use roles to assign XBerts, Tasks, Template Schedules. You can also use roles for filtering data on the Work Board.

For a user to be selected for a role they must be invited to your CONNECT account and accepted the invitation.

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