<aside> 💡 Customers can be shared with other Agents. The Article Catalog, Portal Users, Configuration and Cost Centers are shared and can only be updated by the Agent with the Parent Customer record. The Agent with the Child Customer can view these records and create Orders, Inventory and Work Orders.

To configure a Company to be available for Profile Sharing submit a ticket to the Commercial Support team at [email protected]

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Profile Sharing Articles 📖


Archiving Shared Customers

How to Manage a Child Customer

How to Manage a Parent Customer

Setting Up Sharing

Viewing Shared Inventory and Work Orders