# Getting Help and Next Steps

*Where to get help.*For anything about**access**— signing in, your password, or not being able to see the dashlet or a record you think you need — contact**Sharon Rose**\[contact method to be added\]. For judgment calls — a hard-to-place engagement, or which mentor is the right fit — a colleague on your team or your lead is usually the best sounding board.

*Your workflow at a glance.*Working from the**Client Assignment Team**dashlet, you review each new**Submitted**engagement and verify its records (Section 2), find a capable mentor against the client's industry and requested areas (Section 3), and assign it by setting the**Assigned Mentor**and**Assigned Users**, making that mentor the**Assigned User**on the engagement's contacts and the client too, and setting the status to**Pending Acceptance**. Declined and dormant engagements come back to the same dashlet, and you reassign them the same way (Section 4).

*The one thing to never skip.*Make the mentor the**Assigned User**everywhere they'll need to look — the engagement, its**contacts**, and the**client**, not just the Assigned Mentor field. It's the easiest step to overlook and the one that quietly breaks things — a mentor who can't open their engagement or its records almost always traces back to a missing or mismatched Assigned User.

*Keep the Introduction handy.*This guide builds on the CRM Introduction — the records, how they connect, and why access follows the User account. Keep it nearby as a refresher whenever something is unfamiliar.

*Thank you.*Your matches are where every mentoring relationship begins. Getting the right mentor — and their access — set up cleanly is what lets the work start smoothly, so thank you for the care you put into it.