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How do I assign a resource to a client?

How do I assign a resource to a client?

Posted by Support Team on September 10, 2020 — Updated on May 27, 2025

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

1. Click “Clients”

Click the ‘Clients’ tabs.

Click 'Clients'

2. Select a Client

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

Select a Client

3. Click “Resources”

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

Click 'Resources'

4. Click “Assign Resource”

Click the ‘Assign Resource’.

Click 'Assign Resource'

5. Select a Resource

Select the resource you wish to assign to the client.

Select a Resource

6. Notification Option

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

Notification Option

7. Click “Select”

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

Click 'Select'

8. View Assigned Resources

Confirm that the resource has been successfully assigned.

View Assigned Resources

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

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