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Accountants Enterprise with Practice Manager only

You can setup the application to add employees to an Assignment Team automatically or you can select team members manually.

To manually add an employee to an assignment team
  1. Find and open the assignment. See Finding and opening assignments. The Assignment Details page opens.

  2. Click the Main tab.

  3. In the Assignment Team panel:

    1. Find the employees you want assign to the team.

    2. Select a responsibility for the employees from the Responsibility field drop-down.

  4. Click OK to save the changes on the Assignment Details page > Main tab.