CaseWare Time | How do I set a staff member to be a manager or partner over a client?

  Answer:

• Navigate to Setup | Clients

• Select the client and navigate to the Staff tab.

• Select the staff member under the Manager or Partner option – depending on whether the staff member will be the manager or partner over the client.
• If a message is displayed (Change? Will change all references) – click on Yes – This will update all entries for the client with the new Manager’s/Partner’s ID.

• Alternatively, you can create a client monitor report and select a Partner/Manager for each client on the report.
  • Document Type : Clients
  • Format: Monitor

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