<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.

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Welcome to the MoveHQ help center! We're here to answer your questions. Can't find what you're looking for? Send our support team an email at [email protected]

Setting Up Sharing 📖

<aside> 💡 Users that are unable to add Agents should contact the Commercial Support team at [email protected]

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  1. Click the Sharing button in a Commercial Customer

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  2. Click the New button towards the top of the page

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  3. Select the Agent who will be performing the work and click the Share button

    <aside> 💡 Only Agents on the corresponding HQ Warehouse site will be listed

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    <aside> 💡 Agents that do not have an available checkbox need to contact the Commercial Support team at [email protected] to enable Sharing for their Companies

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  4. The Agent is added to the shared list for the Customer and the Customer will display in that Agent’s Customer Grid highlighted in purple

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