How To: Assigning Teams

How to Assign a Staff Member to a Team

1. Navigate to the Staff Section
   Go to Staff in your menu.

2. Locate the Staff Profile
   Use the search bar or filters to find the specific staff member’s profile.

3. Select "Staff Team"
   Within the profile, choose Staff Team.

4. Assign the Staff Member to a Team
   In the Staff Team window:

   • Select the staff member from the list on the left.
   • Use the arrow button to move them to the assigned team on the right.

Note: Assigning a team can restrict the staff member’s view. Once assigned, they’ll only be able to view documentation that corresponds with their caseload and team assignments.