Summary:

Both clients and partners can switch into another user’s account, if they are linked together. A user on a client account can switch into another user’s account under the ‘My Accounts’ section of their client portal.

This would be used if a parent with two children had two separate client accounts for each child, and the parent would be able to log in to their user account and switch between their two children’s client accounts. A user with a partner account can switch into all of their linked client accounts, which includes client accounts on a partner’s subscription.

Usage:

To switch into any account that is available to be switched in to, there will be a ‘Switch’ button next to the account. Any user who switches into an account will be restricted on what data or features of accounts they have access to by the permissions set by the account’s owner.

For more information on permissions, please see the Permissions section of this ReadMe document.