CBM - Client Addministration Team Users Guide

Getting Started with Client Assignment

Who this guide is for.This guide is for the CBMClient Assignmentteam, and it assumes you've alrea...

Finding and Reviewing a New Engagement

Finding new engagements.Your work starts at theClient Assignment Teamdashlet on your home page. I...

Assigning a Mentor

Finding the best match.With the client'sindustryandrequested mentoring areasin mind (Section 2), ...

Reassigning Declined and Dormant Engagements

Not every assignment sticks the first time, and that's expected. Two kinds of engagement come bac...

Getting Help and Next Steps

Where to get help.For anything aboutaccess— signing in, your password, or not being able to see t...