Assign staff members to an engagement

Follow these steps to assign one or more staff members to an engagement.
  1. Open the engagement, then select
    Properties
    .
  2. Use the
    Select
    option for
    Assigned staff
    to display a list of employees.
  3. Mark the checkboxes for the employees you want to assign to the engagement and select
    Done
    when you're finished.
The names of assigned staff members will appear in the
Assigned staff
section of the Properties screen. You can select the x next to a name to remove the assigned staff member from the engagement.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close