Manage Staff Members: Assign a Role to a Staff Member
1. Click on the Contacts Tab
Click the Contacts tab that is located in the My Apps panel. By default, the contacts list for the user who is logged in will be selected and displayed.
2. Select the Organization
To see the clinics contacts:
- Click the drop down arrow next to the name displayed in the top right corner.
- Select the organization.
3. Select a Staff Member

Locate the staff member in your contacts list and click on the staff members name to open the details screen.