Deleting Assigned Staff from a Client

1. Access the Client Section

• Go to the > Client section in the left panel.

2. Select the Client

• Choose the client from whom you want to delete an assigned staff member.

3. Navigate to the Staff Assignment Tab

• Click on the Staff Assignment tab at the top of the client's page.

4. Locate the Assigned Staff Member

• In the Assigned Staff table, find the staff member you want to delete.

5. Delete the Assigned Staff

• Click on the red X button next to the assigned staff member under the Action column.

6. Confirm Unassignment

• In the confirmation modal:

  • Click Unassign to confirm removal

7. View Updated Staff Assignment

• The staff member will be removed from the Assigned Staff table.