User Allocations
Only Supervisor and Partner status users can allocate users to clients and services.
_________________________________________________________________________________________________________________________________________________
Click on the Dropdown Menu
Click on User Settings
Click on Allocations
Setup Entities
Click on the "Setup Entities" icon.
Edit Partner or Admin User
Click on save at the bottom once done.
User Services
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.
_________________________________________________________________________________________________________________________________________________
Click on the Dropdown Menu
Click on User Settings
Click on Allocations
Setup Entities
Click on the "Setup Entities" icon.
Edit Partner or Admin User
Click on save at the bottom once done.
User Services
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!