Support Team

Add Support Team Members

  1. Open the Episode you wish to Add a Support Team Member to.
  2. Locate the Support Team tab in the left-hand menu and click on it to View active and inactive Support Team Members.
  3. Click on +Add Support Team Member button.
  4. Select Support Team Member.
  5. You will be presented with the Add Support Team Member pop-up window.
  6. Select the required Support Team Member from the drop-down list.
  7. Set Assigned Date from the date picker.
  8. If required, select Primary Contact checkbox if this is the Primary Contact Support Team for the Client.
  9. Click Save to save your referral amendments.
Example Adding Support Team Members

Add Personal Contact

  1. Open the Episode you wish to Add Support Team Member to.
  2. Locate the Support Team tab in the left-hand menu and click on it to View active and inactive Support Team Members.
  3. Click on +Add Support Team Member button.
  4. Select Personal Contact.
  5. You will be presented with the Add Personal Contact pop-up window.
  6. Select the required Personal Contact from the drop-down list.
  7. Set Assigned Date from the date picker.
  8. If required, select the Primary Contact checkbox if this is the Personal Contact for the client.
  9. Click Save to save your referral amendments.
Example Adding Primary Contacts

Edit Support Team

  1. To Edit an existing Support Team Member assigned to a client, locate the Support Team Member from active and inactive Support Team Members list and click the small blue button on the right-hand side (a pencil inside a square icon).
  2. You will be presented with the Edit Support Team Member pop-up window.
  3. If required, set Assigned Date from the date picker.
  4. If required, set Unassigned Date from the date picker.
  5. If required, select the Primary Contact checkbox if this is the Primary Contact Support Team for the Client.
  6. Click Save to save your amended Support Team Member details.
Example Edit Support Team Members

Edit Personal Contact

  1. To Edit an existing Support Team Member assigned to a client, locate the Support Team Member from active and inactive Support Team Members list and click the small blue button on the right-hand side (a pencil inside a square icon).
  2. You will be presented with the Edit Support Team Member pop-up window.
  3. If required, set Assigned Date from the date picker.
  4. If required, set Unassigned Date from the date picker.
  5. If required, select Primary Contact checkbox if this is the Primary Contact Support Team for the client.
  6. Click Save to save your amended Support Team Member details.
Example Edit Personal Contact
Updated on June 6, 2023

Was this article helpful?

Related Articles

Need Support?
Can't find the answer you're looking for?
Contact Support

Leave a Comment