Assign team member roles in QuickBooks Practice Manager

Learn how to add, manage and assign team members, such as bookkeepers, payroll managers and accountants to each of your clients in QuickBooks Practice Manager. 

This article will cover how to: 

• Add team roles 
• Assign roles to clients 
• Assign roles from within a task template 
• Filter clients by team roles

Step 1: Add team roles

1. In the Practice Manager dashboard, select Settings. 
2. Select Team roles. 
3. Select +Add role. 
4. Create the roles that are relevant to your firm’s service. 
5. When you’re done, select Save all changes. 
6. Select Confirm to apply the changes.

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Step 2: Assign roles to clients

1. Go to Clients. 
2. Select the client to view their record. 
3. In the Team assignments section, select the ▼dropdown arrow under the team member you wish to assign a client to. 
4. Select the client from the list.

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Step 3: Assign roles from within the task template

You can set the default assignee from within the task template. To do this: 

1. Go to Settings. 
2. Select Task templates. 
3. Select +Add template. Or, to edit an existing template, select the template and then, Edit template.
4. In the Default Assignee field, select the team role.  
5. Select Next. 
6. Select Save template.
7. Select Confirm to apply the changes.

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Step 4: Filter clients by team roles

To filter your client list based on the assigned roles and designated team roles, follow the steps in add and manage filters.

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