Adding a client user to multiple client offices

Tristin Himes -

You can associate as many clients as you like with each client user. This way client users have one account where they can see all of the orders from multiple branches or offices.

 

Step 1: Click on ‘Admin’ in the upper right navigation and select ‘Clients’ from the drop down.

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Step 2: Click into Client Team Members and find the client user you want to associate with multiple client offices.

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Step 3: Click into that client user's account and click the "Change" button in the top right of the “Notes & Instructions” section.

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Step 4: Add desired clients in the ‘Client’ field and save your changes. .

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Now when you create orders you will be able to assign a client user who is associated with multiple clients!

 

Related articles:

Adding Client Companies and Client Users

Reactivate a Client User's Profile

What is the client user's experience?

Client User Logins

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