How to Add and Remove Client Collaborators
Note: This feature is only available to Senior Place Premium customers. If you do not see this feature in your Premium account, please reach out to support@seniorplace.com to have it enabled.
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.
When adding a collaborator, please note that they share the same editing ability as the user the client is assigned to. This includes updating all fields in the client profile, such as the assigned-to field, as well as managing the collaborators list.
The process of adding/removing client collaborators can be done in two simple steps:
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
- Navigate to the Actions button in a client profile
- Click Collaborators
B) From the Collaborators Icon
The second way to access the Collaborators menu is by clicking the collaborators icon shown below.
2) Adding or Removing Collaborators
After navigating to the Collaborators menu, you can easily add or remove collaborators.
A) Adding Collaborators
- Select the user you would like to add as a collaborator
- Click Add Collaborator
B) Removing Collaborators
To remove a collaborator, simply click the trashcan icon 🗑️ to the right of the user you want to remove.
Have more questions? Feel free to reach out to us at support@seniorplace.com!