With the ability to add a co-owner to a Client's portal, the system becomes more flexible with permissions and use. If you would like to introduce another member into a client's portal as a co-owner with all the access permissions and usability as the original owner, adding them is simple.
To add a new client as a co-owner to an account:
- Find the Client in the Client list, click 'More options'>'Add co-owner'.
- In the pop up window, add the Name of the new co-owner, their email address and adjust the Group name (optional). Click Add.
- The Group will now be listed in the Client list under the default name or your selected name.
The client group is now ready to work with.