Managing Staff
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      2. Managing Staff

      Assigning a “Staff with Clients” User to a Program

      This article describes the security permissions associated with the "Staff with Clients” role.

      If you created a user with the “Staff with Clients” role, you need to assign them to at least one program. To assign a “Staff with Clients” user to a program:

      1. In the top navigation, click Staff.
      2. Select the desired Staff user’s record. (If you just created the user and are already in their Staff record, skip steps 1 & 2.)
      3. Under the Staff member’s name, click the Programs

      4. Click Assign Programs.
      5. Under the Assigned Programs heading, you can see two columns: the Available column shows the programs that can be assigned to the staff member. The Selected column displays the programs that you assign to the staff member, and/or the ones that have already been assigned to the staff member. Click the plus icon next to the program(s) you want to assign to the staff member.
      6. Once you have all of the desired programs assigned to the staff member, click Save.