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This information is for users who have MYOB Practice without MYOB AE/AO.

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This topic relevant if you don't If you use MYOB AE/AO.If you use AE/AO, you'll , manage assigned staff from your client's Responsibility tab in AE/AO. Make sure you have sync'd Sync your contacts, so your staff members appear in MYOB Practice.

After you've created a client, you can assign a them staff member or multiple staff members so you can easily members to identify who is responsible for that client's work.

You need to add your staff members to as MYOB Practice users before you can assign them to a client.

To assign staff, you'll need to go to the client's workspace and edit the client's details.

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Click All clients on the left side menu bar.
Click the client's name to open the client's workspace.
Click Edit contact details or the Edit button.
In the Responsibility section, you can assign a staff member or multiple staff member who is responsible for the client's work.
From Contacts, select a client from your Contact list and click Edit
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From the Client workspace, in the Details section, click . The Client details page appears.
In the Responsibility section, click Assign staff member.
Select the staff member that will be responsible for the client from drop-down list. The staff member's name appears in the Responsibility section.
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You can assign multiple staff members to a client. Click Assign staff member again and select another staff member.
Once all staff members are assigned, click Save.
To unassign a staff member, click

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You can also filter staff members on the Transaction processing page. This lets you filter files to show for only the clients you're assigned to.

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