How to add a user to all of your customers

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 all your current customers by following these instructions:

1. Edit the user.
2. Click on the Customers tab at the bottom-left.
3. Click the Add to Customers link on the right.
4. Click the Add this User to all Customers button in the upper right.
5. You will then need to confirm this by clicking the Yes - add this user to all customers button in the pop-up window. This will also add this user to all of the jobs associated with these customers.

Note: If you'd like to add this user to a certain customer(s), you'll do so while on step #5. Simply check their box on the left, then click the Add to Customer(s) button at the bottom.