Note: You will need the appropriate permissions to access a client’s record.

 

To change who a client is assigned to, you need to navigate to the client’s profile page. In this article we’ll assign Aaron Funk to a new Financial Mentor.

 

First go to the client list by clicking the Clients button in the navigation menu at the top of the page.

 

 

 

We’ve typed Aaron’s name into the Search clients field. And we’ll click on Aaron Funk’s name to access his budgeting information page.

 

 

 

 

Note: If you don’t have the appropriate Financial Mentor Permissions, clicking Aaron’s name will take you directly to his Profile page and you can skip the next step.

 

Next, click on View all details to access Aaron’s Profile page.

 

 

 

 

At the very bottom of this page, you can see Aaron is assigned to Financial Mentor Frano Abshire.

 

To change this, click the Edit button at the top of the screen.

 

 

 

 

 

 

Scroll back to the bottom of the page, and click the Financial Mentor dropdown box to see all the Financial Mentors you can assign the client to.

 

Click the name of the lucky Financial Mentor in the list, then click the Update client button to save the changes.

 

 

 

 

This client now belongs to a new Financial Mentor.

 

Note: You can also choose Unassigned from the list. This means they aren’t assigned to any Financial Mentor, and can be see by ANY Financial Mentor in the service.