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Set Client Assignments

Use this page when client ownership or assignment needs to change.

Assign From The Clients List

From the Clients table, select a client and click Assign. Choose the client on the left, search members, toggle member checkboxes, then save.

Assign members modal with selected clients, member search, checkbox, and save marked
Assign members modal with selected clients, member search, checkbox, and save marked

Assign From A Client Row

Click the avatars in the Assigned column to open the same assignment modal for that one client.

Row-level assigned avatar opens Assign members modal
Row-level assigned avatar opens Assign members modal

Review Assignment Settings

The client assignment settings page is the deeper configuration view. Use it when you need to verify the current assigned people and save assignment changes from settings.

Client assignments settings with assignee area and Save assignments button marked
Client assignments settings with assignee area and Save assignments button marked

Check Before You Leave

The assigned people should match who is actually responsible for review, client communication, and accounting work.

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