This article applies to: Firm Managers and Administrators
Client Users may be associated with multiple Client Companies. A client user can belong to one or more client companies and participate in Engagements associated with each company.
Add a Client Company to a User
To associate a client with a company, navigate to Users in the main menu. Use the search bar or select the client company name to find the user, and click their name to bring up the Details pane on the right:
Click Add Client Company to bring up a list of all client companies, and select the company to add. You will have the option to select Roles specific to that company.
Edit or Delete a Client Company from a User
Click on the company name under the "Access Rights" header.
From the window that opens you can add or remove roles by selecting or deselecting them, or you can remove the user's association to the company by clicking Delete.
To change roles select or deselect the role and click OK & Close.
To delete the user's association with the client company click Delete, and Confirm the action on the subsequent screen.