Agency Administrators have the option to give staff access to the "Unassigned Client Pool." This option is available under the "Agency Policies and Setup" page:
- Admin > Agency Policies and Setup
- Locate the "Allow Agency Users to Assign Clients from the Unassigned Clients List” section
- Click the "Yes" radio button
- Click "Save"
Once selected and saved, the next time users log in, they will have access to the “Unassigned Clients” menu option under “Clients” in the navigation menu.