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Assign staff to clients

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.