This interface allows you to view/modify the list of companies linked to the user.
Add one or more company accesses
- Go to your Portfolio
- Select the “Users” menu
- Select the user to whom you want to add access to a folder.
- Click on “Client access” (under the “Administration” menu)
- Click on the “+“ button at the bottom right
- Select the desired folder(s)
- Confirm by clicking on “Add”
A user can have access to several folders |
Delete one or more company accesses
- Go to your Portfolio
- Select the “Users” menu
- Select the user whose access to a folder you want to delete.
- Click on “Customer access” (under the “Administration” menu)
- Check the desired folder(s) to be deleted.
- Click on “Delete”, located at the top right
- Confirm the action by clicking on “Confirm”
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