How assignments work

• Sales and Custodians only see clients they're assigned to. Admins see everything.

• A client can have multiple Sales reps and multiple Custodians assigned.

• Assigning a Custodian automatically grants vault access for that client's documents.

Assign during client creation

1. Go to Clients → Add Client.

2. Fill out the client details.

3. In the Team Assignment section, pick the Sales rep(s) and/or Custodian(s).

4. Click Create Client.

Assign or change later

1. Open the client from the Clients list.

2. Go to the Team tab inside the client workspace.

3. Click Assign Team Member and select people.

4. To remove someone, click the trash icon on their row.

Bulk assigning

1. From the Clients list, select multiple clients with the row checkboxes.

2. Use Bulk Actions → Assign Team to assign everyone at once.

Frequently asked questions

Sales user can't see a client they should.
Confirm they're assigned on the client's Team tab. Refresh the page after assigning.

Custodian can't open the vault for a client.
They must be assigned to that client AND have set up a personal Vault PIN under Settings → Compliance.

Admin missing from assignment list.
Admins see everything by default and are intentionally excluded from per-client assignment dropdowns.