Multiple business account/companies tied to one contact (portal user)

  • 9 September 2021
  • 2 replies

How are your clients handling the scenario where one contact needs access to multiple business accounts/companies? I know one way is via the parent child relationships but not all of my clients situations can be resolved in this manner. Is there anyway to handle multiple business accounts without creating a user for each separate account?


Best answer by asmith50 13 October 2021, 17:28

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Userlevel 1

Hi @asmith50 did you receive an answer to this? I have a client that has the same need and I can’t seem to find the solution.

Yes I did receive an answer. You cannot, there can only be one portal login per one contact on a customer/vendor.


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