Assigning Staff Members to Clients

Enable the assignment of one of your employees to be responsible for conducting a meeting or interview with one of your clients and following up on all their needs.

Assigning an Employee or a group of employees to a Client

  1. Click on “Clients” from the main menu.
  2. Click on “Manage Clients”.
  3. Click on the desired client’s profile.
  4. Click on the “More Actions” button inside the client’s page.
  5. Select from the list “Assign to Staff Member”.
    • Note: There should be at least one user available in the account. Refer to the guideAdd User.
  6. Click on the field to view the list of users in the account.
  7. Select the user you want to assign to the client.
  8. Click on “Save”.