On the Client Roles board, you can set a role for each organisation.
The default roles you can set are Partner, Manager, Accountant and Bookkeeper.
You can also set Custom Roles.
You can use roles to assign XBerts, Tasks, and Template Schedules. You can also use roles for filtering data on the Work List or Work Board.
1. On your Settings, go to Client Roles under Clients.
2. Select what role you would like to fill and for which client. Then, select which user you would like to assign to that role.
For a user to be selected for a role, they must be a member of your CONNECT Portal.
You can also set Client Roles. You will need to invite client contacts via their Client Console to do this.
Update Tasks to Match Roles
To move all open role-based tasks to the newly assigned person, use Update Tasks to Match Roles from the Actions menu (zig zag icon).