{"id":4193,"date":"2019-04-21T02:50:25","date_gmt":"2019-04-21T02:50:25","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%aa%d8%b9%d9%8a%d9%8a%d9%86-%d8%a7%d9%84%d9%85%d9%88%d8%b8%d9%81%d9%8a%d9%86-%d9%84%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1\/"},"modified":"2026-10-20T10:09:16","modified_gmt":"2026-10-20T10:09:16","slug":"assigning-staff-to-clients","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/assigning-staff-to-clients\/","title":{"rendered":"Assigning Staff Members to Clients"},"content":{"rendered":"
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You can link a client to one or more users<\/strong> (assign a staff member to the client) so they are responsible for following up with that client: they can see the client’s details and add invoices, notes and appointments for them, according to their permissions. This guide explains how to assign staff to one client or to several clients at once, the permissions you need, and what the assignment does.<\/p>\n

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\ud83d\udec8<\/span><\/p>\n

Note:<\/strong> Before you start, activate the Client Follow-Up<\/strong> app from the Apps Manager<\/strong><\/a>, and make sure the account has at least one user or staff member<\/strong><\/a> other than the owner.<\/p>\n<\/div>\n

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Contents<\/p>\n

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  1. Assign a staff member or several staff members to a client<\/strong><\/a><\/li>\n
  2. Assign staff to several clients at once<\/strong><\/a><\/li>\n
  3. Automatic assignment to whoever added the client<\/strong><\/a><\/li>\n
  4. Unassign<\/strong><\/a><\/li>\n
  5. What does the assignment let the user do?<\/strong><\/a><\/li>\n
  6. Required permissions<\/strong><\/a><\/li>\n
  7. View the clients of a specific staff member<\/strong><\/a><\/li>\n
  8. Notes<\/strong><\/a><\/li>\n
  9. FAQ<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    Assign a staff member or several staff members to a client<\/h2>\n
      \n
    1. Click Clients<\/strong> in the main menu, then Manage Clients<\/strong><\/a>.<\/li>\n
    2. Open the client you want.<\/li>\n
    3. On the client page, click More Actions<\/strong>\u00a0and choose Assign to Staff Member<\/strong>.<\/li>\n
    4. In the Assign Client to Staff<\/strong> window, click the field and select the staff member(s) (users) you want to link to the client.<\/li>\n
    5. Click Save<\/strong>. The message The client has been assigned to the selected staff member(s)<\/strong> appears.<\/li>\n<\/ol>\n

      The names of the assigned staff appear on the client page next to Assigned To<\/strong>.<\/p>\n

      \n

      \ud83d\udec8<\/span><\/p>\n

      Note:<\/strong> Saving replaces<\/strong> the whole list of assigned staff. To add a new staff member while keeping the current ones, leave the current ones selected in the window.<\/p>\n<\/div>\n

      Assign staff to several clients at once<\/h2>\n
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      1. In Manage Clients<\/strong><\/a>, select the clients using the checkboxes.<\/li>\n
      2. From the actions, choose Assign to staff members<\/strong>.<\/li>\n
      3. Select the staff, then confirm (Assign<\/strong>). The message Employees assigned successfully to the selected clients<\/strong> appears.<\/li>\n<\/ol>\n
        \n

        \ud83d\udec8<\/span><\/p>\n

        Warning:<\/strong> Bulk assignment replaces the assigned staff of every selected client. If you don’t select any staff member, the assignment is removed from all the selected clients.<\/p>\n<\/div>\n

        Automatic assignment to whoever added the client<\/h2>\n

        When a user<\/strong> (other than the owner) adds a new client or imports clients, they are automatically assigned to those clients, so you don’t need to link the clients to the user who added them.<\/p>\n

        Unassign<\/h2>\n