1. Navigate to CRM vertical from the left-hand side bar 


2. Click on "Clients Account" tab and select the desired account


3. Navigate to team tab, and click on the "+" icon on the bottom right side of the page


4. Find the contact to be linked and select the appropriate role 

 

5. Notice a new row in line with point 4.


6. Note that the link between the selected "Client Portal User" and selected "Client Account" is also now linked in Client Portal