Account Manager vs. Service Manager

PracticeFlow distinguishes between two assignment types that determine task ownership:

Account Manager

Typically, the main point of contact for a client. Assigned on a per-client basis.

Used as the default recipient for tasks unless overridden by (a) service manager or (b) assignment at the task level.

Service Manager

Assigned per service, e.g. you might have one user responsible for all VAT returns, another for Payroll. This is optional but useful for splitting workload by specialism. The Service Manager cannot currently be assigned via the import template and must be set up manually in the client-side panel.

You can assign both user types via the side panel on the Organisations or Individuals tab.