Create an account manager and client group

This article explains how to add account managers and clients to a group on your Practice Dashboard.

Account managers, both seniors and non-seniors, who are added to a group will be able to access any client that is part of that group, even if they are not the assigned account manager for that client. Groups allow easier access to client accounts and prevent the need to juggle client ownership when an accountant or bookkeeper goes on holiday.

If you need to make changes to a group that you’ve already created, find out how to edit a group.

1. Create a group

Navigate to either the ‘Account Managers’ or ‘Clients’ area and select ‘Manage groups’.

Alternatively, select ‘Settings’ from the drop-down menu in the top-right of your Practice Dashboard and select ‘Groups’.

Then, select ‘Add new group’.

Enter a suitable name for the group and select ‘Create new group’ to complete the process.

You can then add clients and account managers to the group.

2. Add clients to the group

To add clients to the group, navigate to the Clients tab and then select the ‘Add clients’ button at the top of the page.

This will take you to a list of clients. You can customise which clients you view by selecting options from the client type, account manager, and client status drop-down menus. Please note that linked clients won’t appear when the ‘Active clients’ filter is applied.

You can also search for specific clients.

Select the checkbox next to each client that you want to add to the group and select ‘Add to group’ to add the clients to the new group you’ve created. You can select up to 100 clients at a time.

To quickly select all clients on the page, tick the box next to ‘Client name’.

You can see which clients have been added to the group, along with the details of any other group(s) they’ve been added to, in the Clients tab.

3. Add account managers to the group

To add account managers to the group, select the ‘Account managers’ tab.

Select the ‘Add account managers’ button at the top of the page.

This will take you to a list of managers. You can choose to view all account managers, or only seniors or non-seniors, from the drop down menu. You can also search for specific account managers.

Select the checkbox next to each account manager that you want to add to the group and select ‘Add to group’ to add the account managers to the new group you’ve created. You can select up to 100 account managers at a time.

To quickly select all account managers on the page, tick the box next to ‘Account manager name’.

You can see which account managers have been added to the group, along with the details of any other group(s) they’ve been added to, in the Account managers tab.

Accessing the group’s clients

Once a group has been created, the account managers can access those clients by navigating to the ‘Clients’ area and selecting the ‘My group clients’ tab.