How to Enable Client Collaborators

Note: This feature is only available to Senior Place Premium customers and can only be activated by Administrator users.

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.

To enable this feature for your team, just follow the four simple steps below:

  1. Click Settings
  2. Choose Agency settings
  3. Navigate to Clients
  4. Toggle the Enable Client Collaborators option

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