Adding a Client to a Project
Open the project and go to the Overview tab. On the right-hand side, you should see the Project Who has Access panel.
The User access panel shows any clients that have been added to the project as well as any Team Members on the project. To add a client, click the pencil at the top left.
Another option is to select the three dots at the right-hand side of the project, and select Edit.
Click where it says "User Access," then click the person icon. From here you are able to select your client(s) from the drop-down menu that appears.
If you wish to remove someone you will select the red X at the bottom right of their profile picture/initials.
Click off anywhere to get out of the drop down and you will see that the client is added! Select "Done" to exit this pop-up and save.
If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.