Remove Client Assignment

Modified on Wed, 21 Feb, 2024 at 3:13 PM

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

  1. Select the User Category. The User can only be selected based on the User Category. (E.g. The user categories have been shown in the image below. The user will be able to assign a client to the user according to which category the user is in)

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

  1. Select the client.


  1. To remove the selected client(s) to the user, press the left arrow key 

  1. The user is also able to remove all assigned clients by clicking on the double arrow to the left. 








  1. Once the clients have been removed, press submit to ensure that the data is saved. 


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