> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/administration/system-settings/connections/services-to-team-members.md). # Services to Team Members **Audience:** Super Admin, Admin, Supervisor\ **Page type:** Overview\ **Status:** Draft\ **Owner:** Compassly Documentation Team\ **Last verified:** 2026-04-03 ## Purpose Use this section to manage which services are assigned to team members, and which team members are assigned to services. ## Before you start * You must be signed in to Compassly. * You must be able to open **System settings → Connections**. * Open the correct connection type and direction before you start the workflow. * Role access varies by action. ## How to get there 1. Open **System settings → Connections**. 2. Select the correct **Connection type**. 3. Set the correct **Access type** direction. 4. Click **Apply**. ## What this section covers * **Service → team members** and **Team member → services** views * assign, unassign, and batch workflows * **Assign all new services** in the team-member-centric direction ## Connection rules to know * A team member can be assigned to multiple services. * A team member must always have at least **one service**. * Service connections are simpler than location or team-member peer connections. This section does not use peer-connection logic. ## Role differences * **Super Admin / Admin / Supervisor:** Can view connection lists. * **Super Admin / Admin:** Can assign, batch assign, unassign, and batch unassign. * **Super Admin:** Can use **Assign all new services**. * **Clinician / Basic:** Do not have access to this section. ## Guides in this section * [View Service to Team Members Connections](/compassly-docs/administration/system-settings/connections/services-to-team-members/view-service-to-team-members-connections.md) * [Assign Team Member to Service](/compassly-docs/administration/system-settings/connections/services-to-team-members/assign-team-member-to-service.md) * [Assign Team Members to Service in Batch](/compassly-docs/administration/system-settings/connections/services-to-team-members/assign-team-members-to-service-in-batch.md) * [Unassign Team Member from Service](/compassly-docs/administration/system-settings/connections/services-to-team-members/unassign-team-member-from-service.md) * [Unassign Team Members from Service in Batch](/compassly-docs/administration/system-settings/connections/services-to-team-members/unassign-team-members-from-service-in-batch.md) * [View Team Member to Services Connections](/compassly-docs/administration/system-settings/connections/services-to-team-members/view-team-member-to-services-connections.md) * [Assign Service to Team Member](/compassly-docs/administration/system-settings/connections/services-to-team-members/assign-service-to-team-member.md) * [Assign Services to Team Member in Batch](/compassly-docs/administration/system-settings/connections/services-to-team-members/assign-services-to-team-member-in-batch.md) * [Unassign Service from Team Member](/compassly-docs/administration/system-settings/connections/services-to-team-members/unassign-service-from-team-member.md) * [Unassign Services from Team Member in Batch](/compassly-docs/administration/system-settings/connections/services-to-team-members/unassign-services-from-team-member-in-batch.md) * [Assign All New Services to Team Member](/compassly-docs/administration/system-settings/connections/services-to-team-members/assign-all-new-services-to-team-member.md) ## What happens next Open the task guide that matches the action you need to complete. ## Related guides * [View Service to Team Members Connections](/compassly-docs/administration/system-settings/connections/services-to-team-members/view-service-to-team-members-connections.md) * [Assign Team Member to Service](/compassly-docs/administration/system-settings/connections/services-to-team-members/assign-team-member-to-service.md) * [Assign Team Members to Service in Batch](/compassly-docs/administration/system-settings/connections/services-to-team-members/assign-team-members-to-service-in-batch.md) * [Unassign Team Member from Service](/compassly-docs/administration/system-settings/connections/services-to-team-members/unassign-team-member-from-service.md) * [Unassign Team Members from Service in Batch](/compassly-docs/administration/system-settings/connections/services-to-team-members/unassign-team-members-from-service-in-batch.md) * [View Team Member to Services Connections](/compassly-docs/administration/system-settings/connections/services-to-team-members/view-team-member-to-services-connections.md) * [Assign Service to Team Member](/compassly-docs/administration/system-settings/connections/services-to-team-members/assign-service-to-team-member.md) * [Assign Services to Team Member in Batch](/compassly-docs/administration/system-settings/connections/services-to-team-members/assign-services-to-team-member-in-batch.md) * [Unassign Service from Team Member](/compassly-docs/administration/system-settings/connections/services-to-team-members/unassign-service-from-team-member.md) * [Unassign Services from Team Member in Batch](/compassly-docs/administration/system-settings/connections/services-to-team-members/unassign-services-from-team-member-in-batch.md) * [Assign All New Services to Team Member](/compassly-docs/administration/system-settings/connections/services-to-team-members/assign-all-new-services-to-team-member.md) --- # Agent Instructions This documentation is published with GitBook. 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