Within the client profile view, click on Guests. Then, click on Add Guest.
Through this window you can add all the information corresponding to who will be part of the team as a guest, remember to leave the Create as Guest box checked.
Here you will find the step-by-step guide to add users as guests to your clients.
Within the client profile view, click on Guests. Then, click on Add Guest.
Through this window you can add all the information corresponding to who will be part of the team as a guest, remember to leave the Create as Guest box checked.