How do I assign a resource to a client?

This guide will walk you through on how to assign a resource to a client.

1. Click “Clients”

Click the ‘Clients’ tabs.

2. Select a Client

Locate and select the client you want to assign a resource to.

3. Click “Resources”

Scroll down the left panel of the client section and click the ‘Resource’ tab.

4. Click “Assign Resource”

Click the ‘Assign Resource’.

5. Select a Resource

Select the resource you wish to assign to the client.

6. Notification Option

If you want to notify the client, enable the checkbox.

7. Click “Select”

Click the ‘Select’ button to assign the resource to the client.

8. View Assigned Resources

Confirm that the resource has been successfully assigned.

This guide provided a clear walkthrough on assigning resources to clients.