Add Client Assignment

To add Client Assignment, it is necessary to select the client under Client > Client Assignment on the left menu bar.

Select the User Category. The User can only be selected based on the User Category. The user categories have been shown in the image below. Users will be able to assign clients to other users based on which category said user is from.

Once the User is selected, then the available clients will be displayed on the screen. 

Select the client (user is able to select multiple clients by pressing the control button the keyboard).

To assign the selected client(s) to the user, press the right arrow key 

Once the clients have been assigned to the user, press submit to ensure that the data is saved.