---
title: Assigning a Broker to customers
description: Assigning a Broker to customers
---

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29 September 2025

# Assigning a Broker to customers

## Learn how to assign a broker to a customer in Stryd, either individually or in batches.

 

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#### 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**.

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