User Allocations
Only Supervisor and Partner status users can allocate users to clients and services.
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- Click on the Dropdown Menu
- Click on User Settings
- Click on Allocations
- Click on the "Setup Entities" icon.
- Edit Partner or Admin User
- Click on save at the bottom once done.
- Click on the "User Services" icon.
- Select the service from the dropdown list.
- Click on "Go" to load clients and users for the selected services.
- Add the user to the clients service.
- Click on save at the bottom once done setting each new user for the services.
Updated on: 06/02/2024
Thank you!