Assign Clients to Users

Select the Manage Accounts and Conversations Tile on your landing page to begin assigning Clients to Providers (providers might also be labeled caseworkers, counselors, etc.).
Select Clients (might also be labeled Patient or Parent) in the upper left corner of the page. You can scroll through the list to search for the client, or you can enter the client's name in the search box located directly above the list of clients.
After you’ve selected the Client you would like to assign to a Provider (this might also be labeled Counselor, Coach, Provider, etc.) , you will click on the orange Add button on the right side of the window.
Within the Add Provider window, you will scroll through the list to select the Provider you would like to assign to this Client.
Click the orange Done button to complete the action.