Team
Assign clients to juniors
Juniors only see the clients an administrator assigns to them.
Updated 10 October 20261 min read
- 1Open Settings, Team.
- 2Choose the junior.
- 3Tick the clients they should work on.
- 4Save.
Juniors see only those clients in the client picker, Documents, Review, and related lists. They cannot assign clients to themselves.
Was this article helpful?
Related articles
Still need help?
Write to us with your workspace name and what you saw. A person reads every message.