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To assign multiple clients:
- On the Project click the action drop-down
- Navigate to Settings, and then click Set Role Memberships.
- Click the Users drop-down list, and select the Client(s).
- Click the Roles drop-down list, and select the role as Project clients.
- Click Assign. The selected client(s) is assigned the role of Project client for that particular project.
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You can add clients of the same hierarchy to play the secondary client role in the project.
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Go to your project and click on More option on the right side.
Now, click on Access Control.
- In the new pop-up, click the user icon besides Project Client role.
- In the new pop-up, search the client you wish to assign as client to this project.
NOTE: Only clients of same parent can be added to the project. So, from above example, if "Acme US" is the client, then only New York (Joe, Mary), Oklahama (Sandy, Martha) can be added as client to this project. - Click on Save. The new clients are added to this project.