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Assigning Manager and Partner tags to your clients

The below articles describe the process for assigning staff from your firm as the Manager or Partner responsible for the oversight of a particular client. Using these "tags" enables you to view your clients 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.

 

Contents

1. Assigning management roles for a client company

2. Assigning management roles for a client trust

 

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