There are 4 ways to login to your client account.
- Via the Client Manager Card in your Dashboard
- Via the Client Accounts icon quick list in the sidebar.
- Via your Client Overview
- The long way: Via the Login icon on the company information card.
Note: You need to have the appropriate user rights to be able to login to a client.
1. Via the Client Manager Card in your Dashboard
To log in to a client account via Client Manager Card simply click on the name of the client account you want to log in to. The account will open in a new tab of your browser.
2. Via the Client Manager icon quick list in the navigation bar
When you click on the Client Accounts icon, you will get a quick list displaying your clients. To login to a client account simply click on the name of the client and you will land in the client account dashboard. The account has opened in a new tab of your browser so keep track of where you are working. The first time you login, you will land in a Setup Wizard.
The client quick list is in alphabetical order and as your client list grows longer, it will display those 10 clients you login to most frequently. The rest come listed underneath in alphabetical order. Up to 20 clients can be displayed in the quick list.
3. Via the Clients Overview
Go to the Client manager - Client overview in the main menu on the left. Login using the login icon at the end of the row.
4. Via the Login icon on the company information card
When you have created a customer account, a direct Login icon appears in the tool bar on the company information card. See picture below.
Click on the Login icon and you will land in the client accounts' dashboard.
If a client happens to have more than one account, a window displaying the different client accounts appears. See picture below. Simply click on the account you want to access.