Assigning clients to consultants, technicians or other members of staff within your organization is very simple when you work with STEL Order.
To assign a client:
- Go to the desired client page in STEL Order.
- Click into the [Commercial] tab.
- In the [Agent] field, select the STEL Order user that you wish to allocate to this client.
Once the client has been assigned, you can manage and configure their visibility to other STEL Order users within your organization. This means that you can choose whether staff members can view all of your clients or only the ones that have been assigned to them.
To find out more about how to configure user roles, please visit this help center article about managing user roles.