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Client Team Assignment

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This form allows you to view teams associated with an individual client and to add or remove that client from teams as needed.

RADplus Utilities > System Security > Team Maintenance

  1. In the Select Client field, select the client. The Current Teams field will populate automatically with any team information associated with that client.
  2. To edit a client's team associations, select Add or Remove from the Add or Remove from Team field.
  3. The Add to Team field list teams that have been defined in the Team Definition form.
  4. The Remove from Team field list teams to which the client is currently assigned.
  5. In the Episode to Add/Remove Assignment field, select either a specific client episode, or All Episodes.
  6. Click File.