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Assigning Clients to Administrators (Client Manager)

Learn how to assign Clients to Administrators here.

Written by Maahi Islam

Administrators with Clients attached to their profile are 'Client Managers' - this is a role that can be assigned to any Administrator within your TutorCruncher system via People > Administrators > select the Administrator > Edit Profile, using the 'Client Manager' field under the Settings section.

The 'Client Manager' field within an Administrator's Edit Profile form.

Assigning the "Client Manager" role to an Administrator.

The Clients listed on their Administrator profile are the Clients assigned to them, and the Client Manager will receive extra notifications about the Clients assigned to them, such as reminders for when a Client needs to top up. You can read more about which notifications an Administrator receives here.

Assigning a Client Manager from a Client's profile

You can also assign a Client Manager from the Client's side. Go to People > Clients > select the Client > Actions > Set Client Manager.

The 'Set Client Manager' option under the Actions menu on a Client's profile.

Setting a Client Manager on a Client profile.

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