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.
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