How to Change an Associate's Role

You can change an associate's role at any time in the Dashboard. To change an associate's role, you must be logged in as Manager or Admin.

1. From the Dashboard, click on the Setup tab. Click on the Setup dropdown and select Associates.

2. Search for the associate you want to edit. Click on their profile and select Edit Associate.

4. Click on the Drop Down menu labeled "Role". Choose the desired role, then click Save. 

Permission Levels

Each role has different levels of access.

• Admins have full access to everything in Clientbook.
• Managers can access reporting and mass messaging but not the setup.
• Associates can create clients, message them, complete reminders, etc.