To give a Team Member access to manage one of your Clients, please go to your Clients section and click on “Managed By”  link for a Client,

Then select the Team Member you would like to have access to that Client and close the pop-up.


Once done, your Team Member should see the Client section in their account and should be able to manage this Client. 


This article should also be helpful: 

How to use the Client Management portal?

Did this answer your question?