Linking Account Identitys

With the new identity process a user can link all of their accounts to one identity.

They can do this by using the invitation email feature.

For example if you have an admin user, who also needs to be set up as a client you can set the user up as a new client on Etz, then send them a new invitation email.

Once you have sent them an invite, they will receive an invitation email, just like the one they received to become an agency user.

When the user clicks the link in the email they will be taken to this page.

The user needs to click YES, PLEASE LET ME SIGN IN. They can then enter their identity email address (the same one they use to log in as an admin user).

Once they have done this they will be taken to their account where they will be able to switch between each account easily.