Assigning a Broker to customers

Overview

Assigning a broker ensures that each customer record in Stryd is linked to the correct broker. This can be done one customer at a time or across multiple customers at once for efficiency.

Steps

Assign a Broker to One Customer

1. Open the Customers screen.

2. Select a customer without a broker assigned from the left-hand list.

3. Click the Edit button.

4. In the pop-up window, choose a broker.

5. Click Assign to link the broker to the customer.

Assign a Broker to Multiple Customers

1. On the Customers screen, use checkboxes on the left-hand side to select multiple customers.

   • Optional: Use Labels to filter your list before selecting customers.

2. Click the Broker Assignment button.

3. Select Assign Broker.

4. Choose a broker from the drop-down list.

5. Click Assign to complete the batch assignment.

When to Use / Common Scenarios

• Assigning a broker to a new customer record.

• Updating multiple customer records when brokers change.

• Filtering by labels to quickly reassign a group of customers.

Outcome

The selected customer(s) will be linked to the chosen broker. The assignment is reflected immediately in Stryd.

Troubleshooting / Tips

• Use labels to narrow down your customer list before batch assigning.

• If the Broker Assignment button is not visible, ensure at least one customer is selected.

Support

If you need help, contact support@stryd.au.

Quick Steps

• Go to Customers.

• Select a customer or multiple customers.

• Click Edit (for one) or Broker Assignment (for many).

• Choose Assign Broker.

• Pick broker from drop-down.

• Click Assign.