Viewing Assigned Staff for a Client

1. Access the Client Section

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

2. Select the Client

• Choose the client whose assigned staff you want to view.

3. Navigate to the Staff Assignment Tab

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

4. View Assigned Staff

• The Assigned Staff table will display:

  • All currently assigned staff members

  • Their respective roles