How To Give A Team Member Client Access (Transcription)

  1. Navigate to the bottom left of your screen and click the profile icon.

  2. Select Team.

  3. Click the button Add Team Member on the top right corner of the screen.

  4. Fill in your client's full name and email address.

  5. Toggle the Client Access Privacy Access level, and select the clients you would like to give the team member access to.

  6. Click Invite.

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