How to modify a client's company accesses?

Modified on Thu, 6 Oct, 2022 at 1:43 PM

This interface allows you to view/modify the list of companies linked to the user.


Add one or more company accesses

  1. Go to your Portfolio
  2. Select the “Users” menu
  3. Select the user to whom you want to add access to a folder.
  4. Click on “Client access” (under the “Administration” menu)
     
  5. Click on the “+“ button at the bottom right
  6. Select the desired folder(s)
  7. Confirm by clicking on “Add 
A user can have access to several folders


Delete one or more company accesses

  1. Go to your Portfolio
  2. Select the “Users” menu
  3. Select the user whose access to a folder you want to delete.
  4. Click on “Customer access” (under the “Administration” menu)
  5. Check the desired folder(s) to be deleted.
  6. Click on “Delete”, located at the top right
  7. Confirm the action by clicking on “Confirm


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