Assign User to Client with Particular Service

Assign User to Client with Particular Service

  1. Go to the Client dashboard.
  2. Open a client and click on the "Service" tab.
  3. Click on the pencil icon next to "Recurring Services."
  4. Click on "Configure Users" that appears next to the service name.
  5. Choose the user(s).
  6. The task will be auto-assigned to the selected users for this service and client when the task is created.