Assign Default Engineer & vCIO to A Client

This article describes how to assign default Engineers or vCIOs to particular clients.

  1. Go to Clients on the menu bar. 
  2. Click on your client's name or anywhere in that row.
  3. In the panel, click the three vertical dots and select Edit client details.
  4. Select the Engineer and vCIO from the drop-down list. Click the Save button to apply your changes.
  5. The engineer and vCIO that have been assigned will receive an email confirmation.



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