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.


    • Related Articles

    • Create Recurring Service

      Go to settings and open Services. + New or edit a service. Enter the service name Enable the toggle β€˜Is Enabled?’ Enable Recurring using the toggle button. Set Auto Task Creation Frequency - Monthly/Quarterly/Yearly. For Monthly: β€’ Creation Date: ...

    • Client Service-wise User & Billing Settings for Auto Tasks and Auto Invoicing

      This feature allows you to configure Billing Entity and Assigned Users for each client's service. These settings are used for automatic task generation and automatic invoice generation. You can configure the Billing Entity in two ways: 1. Client β†’ ...

    • Create Recurring Task

      To create recurring tasks, you must first create the recurring service. Please refer to the article "How to Create Recurring Service" After creating the recurring service, you need to assign the service to your clients: Go to the client dashboard and ...

    • Create New Task

      Open Task dashboard. Click on (+ New) button. Enter the Task details such as Client, Service, and Due date of the task. Select the User(s) and Tags. Save the task.

    • Packages and Client Packages

      What are Packages? Packages are groups of services offered to clients in bulk. The creation date and due date of all the services under the package will remain the same as the date specified in the services. You can assign the package to clients with ...