This article describes how to assign default Engineers or vCIOs to particular clients.
- Go to Clients on the menu bar.
- Click on your client's name or anywhere in that row.
- In the panel, click the three vertical dots and select Edit client details.
- Select the Engineer and vCIO from the drop-down list. Click the Save button to apply your changes.
- The engineer and vCIO that have been assigned will receive an email confirmation.