How to add a PRO user to all of your clients

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 all your current clients by following these instructions:

1. Edit the PRO user.
2. Click on the Clients tab at the bottom-left.
3. Click the Add to Clients link on the right.
4. Click the Add this User to all Clients button in the upper right.
5. You will then need to confirm this by clicking the Yes - add this user to all clients button in the pop-up window. This will also add this user to all of the projects associated with these clients.

Note: If you'd like to add this user to a certain client(s), you'll do so while on step #5. Simply check their box on the left, then click the Add to Client(s) button at the bottom.