Assign staff to clients

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

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This information only applies if you have both MYOB Practice without MYOB AE/AO.

If you use MYOB AE/AO, manage assigned staff from your client's Responsibility tab in AE/AO. Sync your contacts so your staff members appear in MYOB Practice.

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

You need to add your staff members 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.

To assign staff to a client

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. This is where you can assign a staff member who is responsible for the client's work.
Select:
- Assign a partner
- Assign a manager
- Assign a staff member.
Select the staff member that will be responsible for the client from the drop-down list. The staff member's name appears in the Responsibility section.

You can assign multiple staff members to a client, but only one manager or partner. Click Assign staff member again to add another staff member.
Once all staff members are assigned, click Save.
To unassign a staff member, click