How to add a user to a customer team

This feature is only available for PRO Connect or Work Subscribers.

When you create a new customer, you'll be able to choose team members that will be working with this customer. However, you can add new users to your customers by following these instructions:

1. View the customer you'd like to adjust.
2. Click the Edit icon (pencil) in the Customer Users section.
3. Choose the user you'd like to add to the customer in the drop down at the top.
4. Click the Add button.

Or,

1. Go to the user you'd like to add.
2. Click on the Customers tab towards the bottom.
3. Click on the Add to Customers link on the right. 
4. Check the box for the customer you'd like to add this user to.
5. Click the Add to Customer(s) button at the bottom.