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User Assignment

The following instructions show how to assign a user to a site.

The user assignment has three functions

  1. Assign clients to the Client Portal
  2. Assign field staff to sites for rostering as well as attendance tracking.
  1. Click on Users
  2. Click on User Assignment
  3. For a list of roles and their descriptions see here
  4. Click on “Save”

You cannot create duplicate assignments so if you get an error this means that you will need to edit an existing assignment.

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