Assigning clients to users.

  1. Owner, admin and advisor level team members can allocate clients to other team members.
  2. To assign clients click on manage team.
  3. Click on the user you wish to assign clients to. You can add or remove assigned clients to a user at any time.
  4. In the edit team member screen, click on the tab for clients.
  5. This will show you the clients currently assigned to a user. You can assign clients to more than one user.
  6. To assign a client click the assign clients button.
  7. 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.
  8. You are then returned to the team member administration screen. You can now see the number of clients a team member has been assigned.
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