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Assign Staff to a Family and All Members
Assign Staff to a Family and All Members

How to use the Family Staff Assignment button on a family's Dashboard

Angela Lim avatar
Written by Angela Lim
Updated over a week ago

Find the Family whose members you want to assign a staff user by using the "Jump to contact..." search bar and clicking the name of the family.

Once on the family's Dashboard, click the button labeled Family Staff Assignment, above the list of family members.

In the window that appears, Select Users, click the box labeled Select Some Options.

Click the name of each staff user you wish to assign to the family and its members.

To remove a staff user, click the staff name. When you are finished, click Apply to assign staff to the family and its members. You may also click Cancel to return to the family dashboard.

The family and its members are now assigned to the selected staff.

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