Assign Users to Clients

The goal of this tutorial is to show you how to Assign Users to a Client 


  • Admin
  • Editor
  • Team Lead

How To Assign Users to a Client 

  1. Select Team from the Toolbar
  2. Click the Menu Options Icon next to the User name 
  3. Click Update Client 
  4. Select the Client from the drown down list
    • You can also type in the search bar to easily find a Client 
  5. Click Set Active
    • To unassign a Client from a User simply click Active from this screen to remove the affiliation
  6. Click Save

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