How to assign teammates and clients to a team lead

Assignment of clients to the team member is important because the team member will be able to view only the performance of the selected clients.

In the case a team member hasn’t been assigned a team or a client, they will only be able to see their own performance and the data for the clients they’re working for.

Only Admin and Manager roles can assign and change team members and clients.

The process of assigning team members and clients goes as follows:

1. Click “Team” in the Manage section
2. Find team leader, hover over the right icon and click the “Edit” button
3. Click “Team to Manage” and select the employees you want to assign to this team member
4. Click “Clients to Manage” and select the clients you want to assign to this team member

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