Managing Client Teams

Manage your client teams from within their client record.

• Each client can have multiple team members; each member can either be a 'Team Member' or a 'Manager'.
• You can specify when an employee is on a client’s team and what role using the effective (from/to) dates.
• Though the effective (from/to) dates are optional, they could prove useful should need to speak to an employee about a client.
• In order to manage client teams, you must be granted access to do so.
• You can prevent users from accessing the records of clients that they are not responsible for.

Assigning a new team member

1. Navigate to the 'Clients' area using the system menu.
2. Use the search to find the client that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the client record has loaded, go to the 'Team' tab and click/press 'New'.
5. Search for the employee that needs to be added to the team.
6. Click/press the 'Select' button.

It's possible that the employee is already part of the team, if this is the case then the next part will be skipped over.

7. You will now see the 'Employee Client Editor' screen.
8. At this point you can change the employee/client assignment.
9. Once you are happy with your selection, click/press 'Save & Close'.

You will now be presented with the 'Employee Client View'. If the employee was already assigned you might not need to do anything at this point.

10. Click/press the 'New' button under the 'Item Details' header.
11. Select the role that the employee will perform from the list.
12. Specify the effective (from/to) dates for the assignment.
    • This is entirely optional, but it could prove useful further down the line.
13. Click/press the 'Save & Close' button.

Updating an existing assignment (change assigned employee)

The following steps describe how to assign a different employee and should only be followed if the original selection was incorrect.

1. Navigate to the 'Clients' area using the system menu.
2. Use the search to find the client that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the client record has loaded, go to the 'Team' tab and click/press and find the record you wish to update.
5. Click/press the down arrow next to the 'View' button and select 'Edit'.
   • Alternatively, you can also click/press 'View' then open the editor from there.
6. Make the required changes.
7. Click/press the 'Save & Close' button.

Updating an existing assignment (keep assigned employee)

The following steps describe how to update the employee assignment and assume that you do not wish to change the assigned employee.

1. Navigate to the 'Clients' area using the system menu.
2. Use the search to find the client that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the client record has loaded, go to the 'Team' tab and click/press and find the record you wish to update.
5. Click/press the 'View' button.

At this point you can either add a new item and update or delete an existing item.

To create a new item.

1. Click/press the 'New' button under the 'Item Details' header.
2. Select the role that the employee will perform from the list.
3. Specify the effective (from/to) dates for the assignment.
   • This is entirely optional, but it could prove useful further down the line.
4. Click/press the 'Save & Close' button.

To update an existing item.

1. Find the item that you wish to update in the list.
2. Click/press the down arrow next to the 'View' button and select 'Edit'.
   • Alternatively, you can also click/press 'View' then open the editor from there.
3. Make the required changes.
4. Click/press the 'Save & Close' button.

To delete an existing item.

1. Find the item you wish to delete.
2. Click/press the down arrow next to the 'View' button and select 'Delete'.
3. When prompted, click/press the 'Delete' button on the confirmation dialog.

Deleting an assignment

1. Navigate to the 'Clients' area using the system menu.
2. Use the search to find the client that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the client record has loaded, go to the 'Team' tab and find the assignment you wish to delete.
5. Click/press the down arrow next to the 'View' button and select 'Delete'.
6. When prompted, click/press the 'Delete' button on the confirmation dialog.