Open and Edit the schedule.

Under Assigned Role / User, select the Role button.

Select the Role from Partner, Manager, Acc/Bkkper, or Client. Save your schedule.

Roles are set up on the Client page

Open and Edit the schedule.

Under Assigned Role / User select the User button.

Select a Team Member and Save your schedule.

NOTE: All future tasks will be assigned to that user going forward. To assign tasks that have already been created you will need to bulk assign the tasks to the team member.