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

Here’s how to assign a resource to multiple clients at once, starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below:

 

Step-by-Step Guide:

 

Step 2: Select the resource from the “Assign Resource” drop-down list.

 

Step 3: Click “Update” to save.

 

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

Updated on October 30, 2020

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