Add or Remove Additional Staff Members to a client

Assigning additional staff members allows that staff member to view this client's interactions. This is very useful for staff members in a restricted user view.

*Note: Adding the staff member will not send them a notification.

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1. Start on Dashboard

2. Click on Clients

3. Select the client's name

4. Click "Add"

The assigned staff members will display on the left side of the Client Card. You can add multiple staff members.

5. Select the Staff Member from the dropdown menu then click "Add"

Staff members can be added in the Settings under Staff

6. You can now see all assigned staff members

7. To remove an assigned staff member, click "Add/Remove" next to the staff member's initials

8. To remove, click the "x" beside the staff member's name then click Save