- Procentive User Community
- Clients Module
-
Questions
+1
Adding Staff to Multiple Clients
Is it possible to add multiple clients to one staff other than doing it individually for each client? We have about 40+ clients and around 35 staff and every time we hire a new employee, I have to add them to each client 1 by 1. Is it possible to add 40 something clients to 1 new staff all at once vs. adding 1 new staff to 40 different clients individually?
Customer support service by UserEcho
Following- Is there a work around for this?
Thank you!
When all of your staff work with all of your clients, you can set up a Role with this permission and assign that role to the new staff rather than adding this staff name to each client's record. If you would like more information, please create a support ticket. That will allow us to take a look at how you currently have your roles set up and provide direction.