Setting up Team Roles

You can now assign designated staff members, such as a Junior Bookkeeper, Senior Bookkeeper, Payroll Specialist, and Bookkeeper (if you don't have Junior or Senior Bookkeepers) to each of your clients

We're excited to introduce Team Roles, a new feature that enhances how workspace managers can organise and assign roles within client accounts.

With Team Roles, you can now assign designated staff members, such as Junior Bookkeeper, Senior Bookkeeper, Payroll Specialist, and Bookkeeper to each of your clients, streamlining your practice management and ensuring that every client receives the attention they deserve.

Why Team Roles?

Team Roles is all about providing personalised service to your clients. By assigning specific team members to specific roles for each client, you can ensure expertise and continuity in the services you offer. This feature is especially useful for managing higher-value clients who require a dedicated team for their diverse needs.

Setting up Team Roles

To start using Team Roles, all you need to do is set them up in your workspace settings.

1. Access Settings: Begin by clicking on the 'Settings' option located in your Pure Workflow  dashboard.
2. Go to Team Roles: Inside the settings menu, find and click on 'Team Roles.' This section is where the magic happens for managing and creating roles within your team.
3. Define Roles: Within the 'Team Roles' area, you can create roles that are relevant to your firm’s services. Think about the roles that are critical for managing your clients, such as Junior Bookkeeper, Senior Bookkeeper, Payroll Specialist, and Bookkeeper (if you don't have Junior or Senior Bookkeepers).