Suralink - How to assign a staff member to an engagement
Follow the steps below to assign a staff member to an Engagement so they can work on it.
- Login to Suralink: Suralink
- Open the binder you need to add a staff member to
- Under the My Team section click on +Assign Team Member
- Type in the name of the staff member you need to add
- Select the name from the list
- Click on the Submit Assignment button to complete the assignment
