Assigning clients to team members or other doulas

Clients can be assigned to a provider from within Team settings (if to a team member), from the client list view, as well as within a client profile in the overview section.

How to Share a Client Profile with a Team Member (or other doula)

From within Team Settings:

1. Click the gear button next to your team in the main menu to open team settings
2. Go to the Members tab
3. Choose the provide you are assigning, and click on the Assign icon on the right
4. Use the dropdown menu to select the client, choose their permission level with that client profile and assign a role from the dropdown menu (or type in your own custom role)

How to Share a Client Profile with Another Doula

From the Client List:

1. Go to the main client list in your client tab
2. Find the client you are assigning to a provider
3. Click on the Assign icon on the right
4. Use the dropdown menu to select the team member, choose their permission level with that client profile and assign a role from the dropdown menu (or type in your own custom role)

From within the Client Profile:

1. Go to the main client list in your client tab
2. Find the client you are assigning to a provider, and click into their profile
3. On the overview tab, scroll down to the bottom right corner of their profile
4. Click Share in the Share this Profile section
5. Use the dropdown menu to select the team member (or type in an email address to invite a non-team member doula), choose their permission level with that client profile and assign a role from the dropdown menu (or type in your own custom role)

Permission levels when sharing a Client Profile