Client Administration Team Guide

Getting Started with Client Assignment

Who this guide is for.This guide is for the CBM Client Assignment team, and it assumes you've alr...

Finding and Reviewing Pending Engagements

Finding new engagements. Your work starts by reviewing the Pending Client Engagements Report. Thi...

Assigning a Mentor

Finding the best match. With the client's industry and requested mentoring areas in mind, there a...

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 about access— signing in, your password, or not being able to see ...