Multiple Businesses

Self-Hosted | v5
1

How does the system handle a contact (single email address) connected to two clients? I don’t want to try and break it!!! LOL asking before hand… So they login to the client portal with their email address will they see invoices for both companies, will they be presented with a choice of which business they are connecting as?

Thanks in advance.

2

Hi,

I believe they will have a dropdown they can use to switch between the companies they have access to.

3

Can i put a password or pin when changing companies?

4

You can enable a password for the client portal in the settings.