Set Partner, Manager and Accountant Bookkeeper Roles
On the Client Board, you can set a role for each organisation.
You can set Partner, Manager, and Acc/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.
1. Go to your Client Board.
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 invited to your CONNECT account and accepted the invitation.
You can also set Client Contact roles. You need to invite client contacts in via their individual Client Console.