Oversight of particular clients
Assigning Client Manager and Partner tags
The below article describes the process for assigning staff from your firm as the Manager or Partner responsible for the oversight of a particular client.
Using the Partner and Manager tags enables you to view your client list/s by the partner or manager responsible for them, as well as restrict access so that staff can only see the clients relevant to them.
For information on the permissions and capabilities associated with the Manager and Partner user roles, read our article here.
How to assign a Manager and/or Partner
You can make these updates individually or in bulk.
To change the partner or manager associated with an individual entity:
1. Select the tick box of the entity in the Clients tab and then select either Assign or Change in the Client Administration section of the slide-out
2. Alternatively, these details can be updated in the Edit profile>Client administration tab.
Update in bulk by selecting the tick box for all entities to have the same manager/partner assigned, then update them simultaneously using the "..." menu in the top right of the slide-out.