How do I assign staff to client files?

Articles in this section

• How do I add a To-do in the Partner Portal?
• How do I add a client group?
• 5 top tips for managing clients
• How do I ungroup clients?
• How to invite one or multiple clients to the portal
• How do I merge clients?
• How do I assign staff to client files?
• How do I add a co-owner?
• How do I perform bulk actions on the client list?
• How clients can activate their wealth portal