Understanding the Client Assignment Process in Canopy
In Canopy, the client assignment process is integral to managing notifications, task visibility, and user access to client information. Below is a breakdown of how assignments impact these functionalities and steps to verify assignments.
By understanding and correctly managing client assignment processes, teams can optimize workflow, ensure access to essential information, and reduce potential oversights.
You can assign team members to individual clients or to multiple clients. For more information, learn how to Assign Team Members to Multiple Clients. Properly assigning team members is critical as it determines their ability to receive notifications related to file uploads, access relevant client information, and view tasks they are directly assigned to.
Assign Team Members to a Client
1. Start this process by clicking on a Client in the Client List.
2. Click on the Manage Assignments icon in the top-right corner of the Client Record.
3. In the Manage Assignments pop-up window, select the team member or role you want to assign to the client.
Use the Search bar to Search for a team member.
Team members you select are highlighted in green.
4. Click Done and Save to save your changes.
If you need to Create a New Team Member, refer to the Invite New Team Members to Canopy article.
Canopy sends a notification to the team members selected to let them know they have been assigned to the client.
Remove Team Members From a Client
Removing a team member from a client will not remove the team member from Canopy. The team member will still have access to Canopy but they will not have access to this specific client’s profile.
Start this process by clicking on a Client from the Client Dashboard. Note that removing a team member from a client means they will no longer have access to any tasks or notifications related to that client unless they are reassigned or directly listed as a task assignee.
1. Click on the Manage Assignments icon in the top right corner of the client record.
In the Manage Assignments pop-up window, team members and roles assigned to the client will be highlighted in green.
2. Click on the team member or role you want to remove from the client.
Once clicked, the in-line checkbox will clear out.
3. Click Done and Save to save your changes.
A notification displays letting you know the team member has been removed from the client.
Bulk Assign Clients to Team Members
Clients can be assigned to team members in bulk in the Canopy settings.
To get started, click on your profile image on the global navigation bar.
1. Select Settings from the pop-out menu.
2. Select Team Organization from the navigation column.
3. Click View & Manage in line with the team member you want to assign or unassign clients.
4. Click the Assign to clients field to search for a specific client to assign.
Click on each client you want to assign.
Input a search for a specific client, as needed.
Click Done when finished.
5. Alternatively, select a quick assign option from the Options menu.
Copy Clients From: This option copies clients from a selected team member and shares access with the current team member.
Reassign Clients From: This option reassigns clients from a selected team member and transfers access to the current team member.
Assign All Clients: This option gives the current team member access to all clients.
Remove all Clients: This option removes the current team member's access to all clients.
Confirm your changes by clicking Save.
Verifying Client Assignments
Users can check their assignment status within Canopy by visiting the client's page. On this page, a list of assigned users is displayed in the top-right corner. If your name appears on this list, you are successfully assigned to that client. Verifying assignment ensures you have proper access to notifications and relevant client files.