A client user can work with multiple client companies. The client user can have one account where they see all of their orders from multiple companies. Client users that work with multiple companies can choose the company they are placing an order with from the list of client companies on the Create Order page.
An admin can add client users to multiple companies two ways. The company can be added to the client user’s profile or the client user can be added to the company’s profile.
Add the company to the user’s profile
To add the company to the user’s profile:
Step 1: Select Admin > Clients.
Step 2: Select Client Team Members and select the client user you want to add to multiple client companies.
Step 3: Select Change in the Notes & Instructions section.
Step 4: Select the box in the Client section and a list of the companies the user can be added to appears. Choose the company to add them to the Client section.
Add the user to the company’s profile
To add the user to the company’s profile:
Step 1: Select Admin > Clients.
Step 2: Select Client Companies and select the company name you want to add a user to.
Step 3: In the Client Team Members section, select the +Add user button or add user.
Step 4: Enter the client user’s email address into the Email address section.
- If the user already has an account, the message “It looks like this user already exists. Would you like to add [Client user name] to [Client company name]?” appears with the link to the user’s profile.
- If the user already has an account, the message “It looks like this user already exists. Would you like to add [Client user name] to [Client company name]?” appears with the link to the user’s profile.
Step 5: Select the Add User button to add them to the company.