Product Documentation
Product Documentation
Navigate to the "Customers" section in the Operations Portal.
Then, click "Companies".
On the Companies screen, you can browse the list of companies or search for the company using the "Search" field.
Once you've found the customer's company, click the more details icon to go to the company details screen.
On the company's details screen, click on the "Parent Company" field.
Type to search the company code or name of the company you want to link the account to.
Select the company.
Now that the customer's company is linked up to a parent company, the customer will now have an option to switch between the linked accounts using the same email login on the Customer Portal.
In the Customer Portal, click the account dropdown.
Then, click "Switch account".
Switch Account dialog box should appear. Select the account you want to switch to.
Then, click the "Switch" button.
You will see that the account was switched. The company name on the account has been updated and all the transactions in the Orders, Quotes, Locations, Employees, etc. associated to that account.
To removed linked accounts, first, click on the "Parent Company" field.
Select the text inside the field.
You can press the "Delete" key or "Backspace" to remove the company name.
Lastly, make sure to click anywhere on the screen to save the update. The company has now been unlinked from the other account.
Remember, you cannot assign a child company as a parent company. An error will appear if you try assign one.
