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.

Assigning an entities manager and partner

The users assigned as an entities manager and partner display next to the company in the Clients tab. In the screenshot below:

1. Indicates the assigned partner/manager 

2. Filter the client list to view entities managed by a selected partner/manager

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To change the partner or manager associated with an entity, simply select the company from the Clients tab, click on the Cogs, and select either Change partner or Change manager.

You can make these updates individually, or in bulk by selecting the tick box for all entities to have the same manager/partner assigned, then updating using the cogs. 

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