Multiple Customer Accounts

Multiple customer profiles let admins create multiple customer accounts using a single email address.

For example, a customer named John Doe can have 2 separate customer accounts with the same email address and use the same login details to access both accounts on the Members Portal.

Multiple customer profiles are useful in a couple of scenarios:

• Customers who want a company and an individual account

For example, John Doe is the manager of an existing team (Meaco Ltd.). He'd like to have a company account designated as the team's paying customer and his own account using the same email address.

You can easily create both accounts using our Company structure wizard.

This customer will be able to switch between his two accounts by clicking on his name in the top right corner of the page.

• Customers who need to be part of multiple teams with merged invoicing

A customer cannot be part of more than one team with merged invoicing. This means that if a customer needs to be part of multiple teams with merged invoicing, they need an individual account for each of them.

For example, Jane Smith works for two companies that rent private offices in your space. If both teams have merged invoicing, you need a second account for Jane to add her to the second company's team.

Once she logs in to the Members Portal, she will be able to switch between her two accounts by clicking on her name in the top right corner of the page.