The goal of this tutorial is to show you how to Assign Users to a Client
Role(s)
- Admin
- Editor
- Team Lead
How To Assign Users to a Client
- Select Team from the Toolbar
- Click the Menu Options Icon next to the User name
- Click Update Client
- Select the Client from the drown down list
- You can also type in the search bar to easily find a Client
- Click Set Active
- To unassign a Client from a User simply click Active from this screen to remove the affiliation
- Click Save
