How do I assign a project to a “rep/sales manager”?

Assigning a Manager to a project

Once the invitation has been accepted by that user, you will be able to assign that user to a project

Click on link from notification to go to project


Sign in to

Hover over My Dashboard

Hover over Provider Admin

Click on Projects

Scroll to title for current project which will take you to the project detail page

At the bottom of the page, select the manager from the drop-down menu that is to be assigned

Click Save

Last Updated: August 31, 2020
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