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Why is the Custom User Role not displaying the User on the Client Record?

Article ID: 3345
Last updated: 01 Nov, 2023

If you have followed these steps:

  1. Created a Custom User Role in Admin Centre
  2. Assigned Users to the Role against the Client Record
  3. Created a Job Template with the Custom User Role set in the Job Assignee field
  4. Applied the Job Template to the Client

Yet, the Job Assignee is still showing as Unassigned when it should show the User set in the Custom User Role on the Client Record, it could be because the User has not been assigned a licence for Practice Manager Plus.

Check you have assigned a Practice Manager Plus licence to the User. Then next time you apply the Job Template, the Assignee will correctly display the User set in the Custom User Role against the Client Record.

Article ID: 3345
Last updated: 01 Nov, 2023
Revision: 1
Views: 37
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