Assigning clients to users.
- Owner, admin and advisor level team members can allocate clients to other team members.
- To assign clients click on manage team.
- Click on the user you wish to assign clients to. You can add or remove assigned clients to a user at any time.
- In the edit team member screen, click on the tab for clients.
- This will show you the clients currently assigned to a user. You can assign clients to more than one user.
- To assign a client click the assign clients button.
- You can click on the clients you wish to assign, or you can search for them.
vWhen you have finished assigning clients, click on the update team member button.
- You are then returned to the team member administration screen. You can now see the number of clients a team member has been assigned.