How To: Assign Roles

For easy assignment and management of your tasks and workflow

Soraya Brown avatar
Written by Soraya Brown
Updated over a week ago

On the Clients 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 Board.

1. On your Client board, go to the Roles page - the second page option on the left-hand side of your screen.

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.

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