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Assigning Clients to Staff

This article explains how to assign clients to a user in SureImpact.

  1. Click the user profile icon on the right side of the navigation, and then click Staff.
  2. Click the desired staff member to open their record.
  3. Click Assign Clients.
  4. In the Search field, enter the name of the desired client, and then click the desired client.

     



    Note: You can also scroll through the clients alphabetically and then select the desired client.
  5. Once you have added the desired clients, click Save.