How to Add and Remove Client Collaborators

Note: This feature is available exclusively on the Senior Place Premium plan.

There may be times when you want to share ownership of a client without changing the user a client is assigned to. Adding a user as a collaborator on a client profile makes this possible (if you haven't yet activated this feature for your agency, this tutorial walks through that process). Adding or removing client collaborators can be done in two simple steps:

Note: When adding a collaborator, they share the same editing ability as the user the client is assigned to. This may include updating all fields in the client profile, such as the assigned-to field, as well as managing the collaborators list.

1) Navigate to the Collaborators Menu in a Client Profile

The first step is to navigate to the Collaborators menu, which can be done in one of two ways from within the relevant client profile.

A) From the Actions Button

1. Navigate to the Actions tab
2. Click Collaborators

B) From the Collaborators Icon

The second way to access the Collaborators menu is by clicking the collaborators icon.

2) Adding or Removing Collaborators

A) Adding Collaborators

1. Select the user you would like to add as a collaborator
2. Click Add Collaborator

B) Removing Collaborators

To remove a collaborator, simply click the trashcan icon 🗑️ next to the user you want to remove.

Have more questions? Feel free to reach out to us at support@seniorplace.com!