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Assigning Staff and Clients

Assigning Staff and Clients

Owned by Carolyn Garlick
Dec 22, 2021
2 min read

 

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

 

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

 

 

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