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Associating Employees and Accounts

Associating Employees and Accounts

Overview

In certain situations, you may wish to keep the entirety of your account list confidential. You may not want all of your employees to be aware of all of your accounts.

We allow you to control employee access to accounts in two ways.

  • While editing employee details.
  • While editing account details.

This article will outline both methods.

Assumptions

This article assumes the following:

Associating an Employee with an Account

After logging into the Admin Portal, in the left navigation area click Manage → Employees.  Find the employee "Z11":

After clicking on Z11, you'll notice the "Associated Accounts" dropdown:

Select the accounts that you'd like this employee to have access to and Save the form.

Be advised that if no accounts are selected, the employee will see all accounts.

Associating an Account with an Employee

After logging into the Admin Portal, in the left navigation area click Manage → Accounts.  Find the account "Hubert House":

After clicking on "Hubert House", scroll to the bottom to view the "References" section. Click the "Approved Users" link.

On the Approved Users screen select the users should have access to this account and Save the form:



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