1. Click on Clients from the primary navigation to view your list of clients. From this list, click Details to the right of the client's name.
  2. Click the Assign Staff tab. Select the staff member from the drop down list on the left and click + Assign. Control which staff members have access to specific cases on the right by typing their name then selecting it from the drop down list.
  3. You can remove a staff member from a client's case by clicking the X to the right of their name.
  4. Click Save to save your changes.
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