Manage multiple accounts simultaneously

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.