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Adding & Removing Clients from a Folder
Adding & Removing Clients from a Folder

In Resources, you can add and remove clients from a folder.

Kane Sivesind avatar
Written by Kane Sivesind
Updated over a year ago

You can easily share various file types such as PNG, JPG, GIF, or PDF up to 25MB, along with Hosted Video Links or External Links to your clients via the client app. This feature enables your clients to have simple access to Resources and folders.

There are two methods to add or remove a client from a folder. You may choose to perform this action individually in the folder or in bulk on the main Client Index page. Below, you will find a detailed guide on how to carry out both methods, along with the preferred situations for each.
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From the Resource Folder:

Select the folder you would like to edit client access.

Once you are inside the folder, you can manage your clients.

Either way, you will get the Manage clients box where you can add clients or remove them.

When to use: This will be great for adding or removing 1 or 2 clients from a folder. For example, you have a nutrition program that gives them access to weekly Q&As or Meal Guides. You will only want to give access to clients who signed up for this program. If they cancel, you can choose to remove them from those resources.

From the Client Index Page:

First, you will need to select the clients that you would like to assign to a folder.

You will then choose the folder you want to assign to the client. The clients you have already selected will be below the box that says Select option. In the Select option box, you can add additional clients to gain access to the folder.

When to use: This will be great for a challenge or set program that you will be giving access to a large group or removing them all at the same time.

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