Each of your clients can have an account team associated with them. Team members assigned to a client can be assigned from the Account Team page.

Navigating to the account team page

To access the account team page:

1. Hover over Settings .
2. Click Account Settings.
3. Click Account Team from the left side navigation menu.

Creating account teams individually

To create an account team for a single client:

1. Click the + icon beside the client name in the Account Team column.
   
    
2. Click the Account team members dropdown.
    
3. Check the box beside the team members you wish to assign.
    
4. From the Role Dropdown, select a role for each account team member.
    
5. Click + Save.
   

Creating account teams in bulk

If the same account team is associated with several clients, you can create multiple at once.

1. Check the box beside any clients you wish to have the same account team assigned to.
   
    
2. Click + Add Members at the bottom right of the screen.
    
3. Click the Account team members dropdown.
    
4. Check the box beside the team members you wish to assign.
    
5. Select a role for each account team member
    
6. Click + Add members

Editing Account teams

Account teams can be edited by clicking the Account team cell to the right of the client name.

Add new team members by clicking the dropdown and checking the box next to their name.

Team members can be removed by clicking the - button on the right.

Click + Save to save your changes.

You can also add or remove team members in bulk by clicking the checkbox beside the names of the clients and clicking - Remove members or +Add members.