Customer Access to multiple customer accounts

3 votes

We have several customers with different accounts set up - for example, a regular scale account, a batch plant account, and a delivery account. We would like to grant the accountants for the customer access to all their individual accounts with us.

Under consideration Web Portal Suggested by: Donna Stowell (06 May, '22) • Upvoted: 24 May, '22 • Comments: 2

Comments: 2

28 Sep, '20
Paulla Merged
We have an account that is a customer and a hauler. He has to sign in to the portal under different users to see all the information linked to his account. If there was somewhere he could change his roles once he is logged in to the portal it would make it a little more efficient.
23 May, '22
Stephen Larson Admin
"Changing roles when logged in to the portal" (suggested by Paulla on 2020-09-28), including upvotes (2) and comments (0), was merged into this suggestion.