Sometimes you will want specific team members to only have access to certain clients.

To grant access to a specific client, follow the instructions below:

Step 1: Go to the 'Team Members' page

Step 2: Click 'Actions' on the team member you wish to grant access to, then select 'Manage Clients'

Step 4: Click the 'Manage Client' button next to each client you wish to grant them access to

The team member will now have access to that clients portfolios.

To remove access, click the red 'Unmanage Client' button next to the client