Sharing Application with other Team Members

How to add multiple assignee to a application?

You can assign multiple assignees for a particular Application in a few simple steps.


Step 1 – Select clients from the menu, and the Client’s list will appear

Step 2: Then, go to the Application tab in the client profile page

  

Step 3: Select the Application where you need to add an assignee

Step 4: Scroll down to the bottom of the page and Click the Add+ option beside the assignee and a list of team members will appear. 

Step 5: Search and click on one of them to add them to the application

Step 6: To remove the assignee from the application, click on the assignee tabs and click in three dots then select remove 


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