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Assign staff to a client
Assign staff to a client

How do I assign staff to a client?

Updated over a week ago

Here are the steps to assign a staff member to a specific client:

  1. Navigate to the Client page

  2. Go to the toolbar on the right-hand-side

  3. Select overflow (3 dots) and press Assign Staff

  4. Insert the staff members you are assigning and click Save

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