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Share a client with your colleagues

Created: Nov. 24, 2022, 9:06 p.m. Last updated Nov. 24, 2022, 9:06 p.m.

Share a client with your colleagues

When you create a client, you share them with specific spaces. If you didn't get it right the first time, you can change the spaces with which they are shared.

How to change the sharing of a client within your team

  1. Go to the client details page
  2. Click the share icon
  3. Choose the spaces you would like to share this client with

How to share a client with your colleagues

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