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

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

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

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

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