Need a single email to access multiple clients
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Ushir Shah
We have owners with 1 email that need to access multiple client entities for businesses, trusts, and individual clients. However, the portal only let's them access one client with the email, not all the clients they are connected to. Ideally this would be solved with nested clients. Is there another way to solve this or are we missing a step? It's a big problem for us slowing own our portal transition.
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Amanda Aparicio
Ushir Shah, if you add the same email as a contact on each client profile, then when they login with that email address, they'll have client access to all those profiles.
For example, these three client profiles all have the same client contact email on them (screenshot 1), so when I login with that email, I'm able to see all three client profiles (screenshot 2).
Let me know if that answers your question!
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Ushir Shah
Amanda Aparicio ty for this information! We will explain it to our clients.