Assign Team Members

Assign team members to a client so they can access that client's data.

Steps

1. Open the client's detail page
2. Scroll to the Assigned users section
3. Click Assign
4. Select one or more team members from the dropdown
5. Click Save

Assigned members can now view and work on this client's projects, invoices, and documents.

Remove Assignment

1. In the Assigned users section, click the X next to the member's name
2. Confirm the removal