Only Admins can assign a team member to multiple clients.
If you are not an admin user in Canopy, your account settings will not show any Team Members options.
Refer to the Team Member Permissions article for more information about admin permissions. For information on assigning a team member to an individual client, go to the Assign Team Members to a Client article.
Assign Team Members to Multiple Clients
1. Click on your profile on the global navigation bar.
2. Choose Settings on the pop-out menu.
3. Click Team Organization in the left-side column.
4. Select the user to assign multiple clients by clicking the blue View & Manage link in the Clients Assigned column.
5. On the Assign User to Clients screen, search and select clients in the Assign to clients field.
Each client you select appears in the Assign User to Clients window.
Click Done to close the search window.
To assign all clients in Canopy to this team member, click the options icon and select Assign all clients.
The Assign User to Clients screen updates and displays Assign all clients.
6. Click Save.
The Assign User to Clients window closes.
Copy Clients to a Team Member
1. Click on your Profile and choose Settings on the pop-out menu.
2. In the left column, click Team Organization.
3. Select the team member/user you want to assign to multiple clients by clicking the blue link in the Clients Assigned column.
4. On the Assign User to Clients screen, click the Options icon.
5. Click Copy clients from.
6. Select the team member/user you want to copy clients from in the pop-up window.
You can select more than one team member!
Clients copied will show on the Assign User to Clients screen at the top of the list reading "Copy x clients from x".
Click Done.
7. Click Save.
The Assign User to Clients window closes.
Reassign Clients
1. Click on your profile and choose Settings on the pop-out menu.
2. In the left column, click Team Organization.
3. Select the team member you want to reassign to multiple clients by clicking the blue link in the Clients Assigned column.
4. On the Assign User to Clients screen, click the Options icon.
5. Click Reassign clients from.
6. Select the team member who will have clients reassigned from the pop-up window.
You can select more than one team member!
Clients reassigned show on the Assign User to Clients screen at the top of the list and reads as "Reassign x clients from x".
7. Click Done.