This feature is only available for PRO Connect Subscribers
When you create a new client, you'll be able to choose team members that will be working with this client. However, you can add new users to your clients by following these instructions:
- View the Client you'd like to adjust.
- Click the Edit link in the top right.
- Click the Update button in the Client Users section in the lower right. Note: You can also remove non-administrator users by clicking the "remove from project" link on the specified user.
- Choose the user you'd like to add to the client in the drop down at the top.
- Click the Add button.
Or,
- Go to the user you'd like to add.
- Click on the Clients tab towards the bottom.
- Click on the Add to Clients link on the right.
- Check the box for the client you'd like to add this user to.
- Click the Add to Client(s) button at the bottom.
Comments
0 comments
Article is closed for comments.