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Partner Employee Navigation

Partner Employee Navigation
Partner Employees may be assigned to multiple Customers and have the ability to switch between any of the assigned Customer accounts to manage them. When a Partner Employees signs-in they are presented with the same page as a Partner. Partner Employees are created at the Partner level. For instructions on creating a Partner Employees see Creating a Partner Employee.

Partner Employees may navigate between the Customer accounts they are assigned to in order to manage individual Customers. Use the following procedure to switch between Customers to edit different Customers.

To navigate between Customers
  1. In the main menu, click Partner.
    Note: Only Partners and Partner Employees have the Partner link.
  2. Click Customers.
  3. In the Customer’s screen, click the Customer to manage.
    The Home page for the selected Customer opens.
Updated on August 22, 2018

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