Assign Professionals to a Client

You can give another professional in your workspace access to a client by assigning them on the client's profile.

Owners, Managers, and Members can assign professionals. Billing Managers cannot, since they only have access to billing.

1. Open the client's profile and stay on the Details tab.
2. In the Assigned professionals card, click the edit icon.
3. In the dialog, use Find a professional by name or email to search for and select your colleague. To unassign someone, click the trash icon next to their name.
4. Click Save.

The assigned professionals can now see and work with this client. They appear in the Assigned professionals card and in the Professionals column of your client list.