How do I share a business with another user at my firm?

How To Share A Business

From your business clients tab, click on the business name you are looking to share outputs for.

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From the business profile page, click on the purple “Share Access” button.

Sharing Access

Under the “users” drop down, select the person that you are adding, and click the “Add” button. When that user logs in, the business will appear in their business clients tab, and they will have full visibility into the dashboard outputs.

Adding Users

Should you need to remove access for a user at any time, you can simply click on the "X" beside their name. This will immediately revoke access and remove the business from their Business Clients list.

Removing Users