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Assigning management roles for a client company

This article describes the process for assigning and changing staff from your firm as the manager and partner responsible for a client company. For information on the permissions and capabilities associated with the manager and partner user roles, read our article here.

 

Assigning and changing a company’s manager and partner
The users assigned as a company’s manager and partner display next to the company in the Clients tab. In the below screenshot, John Jones (a partner at the firm CW & Associates) is currently recorded as the partner responsible for 180 Investments Limited (a client company of CW & Associates), with Brayden Judd as the client’s manager:

1.png

 

To change the partner or manager associated with a company, simply select the company from the Clients tab, click on the cogs, and select either Change partner or Change manager:

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