Assign a preparer and reviewer to clients
Put staff on a client, a group or a person's whole family of clients, decide who sees which clients, and let new jobs pick the right people.
- Pick staff
- Preparer or reviewer
- Client or group
- Jobs follow
Assigning staff says who works on a client. It decides who new jobs go to and, for anyone who doesn't see every client, which clients they can open.
What do the roles mean?
- Preparer: does the work. New jobs are assigned to them.
- Reviewer: checks the work. New jobs list them as the reviewer.
- Member: works on the client, without being picked for jobs.
How do I assign someone to one client?
- Open the client's ClientContacts.
- Under Staff, choose a staff member and a role.
- Choose Assign.
You can also pick a Preparer and Reviewer when you add a new client.
How do I assign someone to a whole group?
Open the group from the By group view on ClientsAll clients, then use Staff the same way. It covers every client in the group, including ones you add later.
How do I assign someone to everything a person owns?
In the By contact view on ClientsAll clients, choose Staff beside the person. They cover every client that person owns or controls, including new ones.
On a client, staff who come from its group or a person show as "via" that group or person. Change them where they were set.
How do I see one person's clients?
- Open Firm settingsTeam.
- Choose Clients beside them.
- Pick Group or Client, find it, choose a role and Assign.
Who sees which clients?
Everyone sees every client unless you turn that off. On the same sheet, untick Sees every client and they see only the groups and clients they're assigned to. The owner always sees every client.
Someone who sees only their assigned clients can't add new clients.
How do jobs pick their people?
A new job takes its preparer and reviewer from the client's own staff first, then from its group. Nobody is made reviewer of their own personal return.
You can still change the preparer or reviewer on any job.
How do I take someone off?
Choose the cross beside the assignment. Their access through it ends today, and the history is kept. Only admins can assign or remove staff.
Next
Invite your team and set what they can do
Invite staff by email, give each a role, choose which clients they see and fine-tune their permissions.
Put clients into groups
Keep a family or one owner's companies and trusts together, see their open work in one place and assign staff to the lot.
Set up jobs for clients
Get jobs set up when a client signs, add your own, and find every client's jobs.
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