This article describes the process for assigning and changing staff from your firm as the manager and partner responsible for a client trust. For information on the permissions and capabilities associated with the manager and partner user roles, read our article here.
Assigning and changing a trust's manager and partner
The users assigned as a trust's manager and partner display next to the trust 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:
To change the partner or manager associated with a trust, simply select the trust from the Clients tab, click on the cogs, and select either Change partner or Change manager: