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User Assignment
PostedDecember 16, 2022
UpdatedFebruary 8, 2024
Byaudigital
The following instructions show how to assign a user to a site.
The user assignment has three functions
- Assign clients to the Client Portal
- Assign field staff to sites for rostering as well as attendance tracking.
- Click on Users
- Click on User Assignment
- For a list of roles and their descriptions see here
- Click on “Save”
You cannot create duplicate assignments so if you get an error this means that you will need to edit an existing assignment.
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