Assigning Staff and Clients

Assigning a staff member to a client can be completed in multiple locations:

• On the staff member landing page

• Within a staff members individual profile

• On the client landing page

• Within a client’s individual profile

Assigning does require a permission (ASSIGN STAFF MEMBERS) within a staff member’s role.

1. From staff member landing page. Use the lightning bolt to the right of staff’s name

Open

2. From staff profile. Navigate within the Staff profile, select CLIENT ASSIGNMENT, and ASSIGN

Open

3. From client landing page, use the lightning bolt to the right of client’s name

4. From client’s profile, select STAFF ASSIGNMENT, and ASSIGN