User Allocations
Only Supervisor and Partner status users can allocate users to clients and services.
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Click on the Dropdown Menu
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1ovn9mq.png)
Click on User Settings
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_d8leun.png)
Click on Allocations
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_u9kgv.png)
Setup Entities
Click on the "Setup Entities" icon.
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_wsgevc.png)
Edit Partner or Admin User
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1qoucn9.png)
Click on save at the bottom once done.
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_4wun0h.png)
User Services
Click on the "User Services" icon.
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_imkyv9.png)
Select the service from the dropdown list.
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1jyglxk.png)
Click on "Go" to load clients and users for the selected services.
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1w6isu5.png)
Add the user to the clients service.
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_13hfikb.png)
Click on save at the bottom once done setting each new user for the services.
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1b7sgnx.png)
_________________________________________________________________________________________________________________________________________________
Click on the Dropdown Menu
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1ovn9mq.png)
Click on User Settings
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_d8leun.png)
Click on Allocations
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_u9kgv.png)
Setup Entities
Click on the "Setup Entities" icon.
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_wsgevc.png)
Edit Partner or Admin User
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1qoucn9.png)
Click on save at the bottom once done.
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_4wun0h.png)
User Services
Click on the "User Services" icon.
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_imkyv9.png)
Select the service from the dropdown list.
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1jyglxk.png)
Click on "Go" to load clients and users for the selected services.
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1w6isu5.png)
Add the user to the clients service.
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_13hfikb.png)
Click on save at the bottom once done setting each new user for the services.
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1b7sgnx.png)
Updated on: 06/02/2024
Thank you!