SupportBusiness Account SupportHow do I assign a resource to multiple clients at once?

How do I assign a resource to multiple clients at once?

Support Team

Posted by Support Team on September 10, 2020 — Updated on May 26, 2025

This guide will walk you through on how to assign a resource to multiple clients at once.

1. Click “Clients”

Click on the Clients tab.

Click 'Clients'

2. Select Clients

Select the clients to whom you want to assign the resource.

Select Clients

3. Click the three dot menu

Once you’ve selected the clients, click the three-dot menu to open the modal.

Click the three dot menu

4. Click “Manage”

Click on the Manage button.

Click 'Manage'

5. Click “Assign Resources”

Scroll down, click ‘Assign Resources,’ then select the resource you’d like to assign to the clients.

Click 'Assign Resources'

6. Click “Update”

Once you’ve selected the resource to assign to the client, click ‘Update’ button to save the changes.

Click 'Update'

This guide detailed the process of assigning resource to multiple clients.

Now you can assign a resource to multiple clients at once!


Support TeamSupport Team
- Can’t find the answer you’re looking for? Don’t worry we’re here to help! Contact support via this link and we'll get your questions answered!