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How to Add a Client Manager on Client Card

  • Updated

To add a Client Manager on the Client Card, head over to the Contacts-view, under the Client Managers section, click the Add Client Manager... button.

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The following dialog will appear; enter the name of any User you want.

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Select the User when the name appears in the drop-down dialog.

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Click the Select Role... field.

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Select a single or multiple roles from the drop-down dialog.

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Click the Add Client Manager button, and you are done.

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Note:

1. Ensure that you are either a Case Manager, a Client Manager, or a User with 'Administrator'-rights set up to be able to make changes.