Assigning Clients

You can assign clients to staff so that they too can deal with a particular client. To do this:

1. Click your "Users" tab.
2. Click your white "Assign client" link.
3. Select the client in question from your drop-down menu.
4. Use your buttons beside a staff member's name to toggle the visibility of your client to your staff member.
5. Click your Save button to apply your changes before changing other clients.

Additional Information

Defaults: When you create new clients you can make them visible or invisible to all staff members by default. For more information, see the User Preferences section.

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