Assign staff to clients

https://help.myob.com/wiki/x/XQPlAw

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

If you use MYOB AE/AO, you'll only be able to use MYOB Practice to see and find the staff who have been assigned to clients. To change which staff are assigned to a client, you'll need to change their responsibilities in AE/AO.

After you've created a client in MYOB Practice, you can assign the staff who are responsible for them. This makes it easier for staff to find and focus on their clients and to find out who is responsible for each client.

You can assign staff to three different levels of responsibility for the client:

staff member
partner
manager.

To assign staff to a client

This information only applies if you have both MYOB Practice without MYOB AE/AO. See how to assign staff in AE/AO.

Before you can assign staff to a client, you need to add your staff members as MYOB Practice users.

To assign staff, you'll need to edit the client's details:

Go to Contacts > Contacts list.
Search for the client or contact that you want to assign a staff to.
Select their row to open the client details panel on the right.
In the client details panel, click Edit ().
Scroll down to the Responsibility section. From here, you can assign a staff member who is responsible for the client's work.
Select:
- Assign a partner
- Assign a manager
- Assign staff member.
You can assign multiple staff members to a client, but only one manager or partner can be assigned per client. Click Assign staff member again to add another staff member.
Select the staff that will be responsible for the client from the drop-down list. The staff's name will appear in the Responsibility section.

To unassign a staff member, click .
Once all staff members are assigned, click Save.

You can also filter staff members on:

Transaction processing – to view files that are assigned to the selected staff member
Compliance (AU | NZ) – to view the partner and staff member assigned to clients.

To find the clients assigned to staff

Are your clients or staff not showing up in MYOB Practice? Check that you've turned on syncing from AE/AO.

Go to Contacts > Contacts list.
In the Partner, Manager and Staff Member drop-down, select the name of the staff that is responsible for the client. You can select multiple filters.
All the clients and contacts will be listed.

You can also filter to see the staff members assigned to clients in Transaction processing and Compliance (AU | NZ).

Related topics

Clients and contacts

Transaction processing

Documents within MYOB Practice

Tasks

Page tree

Was this information helpful?

Why not?

How would you improve this page?

Thanks! Anything you'd like to add?

Get started

Clients

Client files

Tasks

Documents

Tax