Manage multiple accounts simultaneously

close

If you manage multiple customer accounts simultaneously without using workspaces, you can seamlessly switch between customer accounts without needing to create multiple user accounts or re-enter your login credentials each time.

For Consultants:

To use this feature, first create a user account in Conduit. Then, the team admin of the customer must invite you using your email already registered in Conduit.

After accepting the invitation, you'll have access to a "Log Into" button, as shown in the screenshot below.clipboard-2024-08-28-00-03-39-492Z.png

For Team Admins:

Invite a consultant through the UI: Conduit Team Invitation

clipboard-2024-08-28-00-06-51-988Z.png

You can remove the access anytime.