Assign a client to a partner administrator

The default permissions allow the Account owner or an Account administrator to assign clients to particular administrators. However, you can change these permissions.

How can I assign a client to a particular administrator in my partner account?

1. In the navigation bar, go to User Accounts.
2. Select the Administrators tab.
3. Locate the relevant administrator in the list, and click View.
4. On the administrator summary page, click Edit.
5. Under User details, use the Clients to assign drop-down to indicate the relevant clients.
6. Click Save.

You can also assign clients to a new administrator within the Add administrator workflow.