Add company access for multiple users

Give users access to companies
  1. Click Administration.
  2. (If applicable) Click on customer, group, or client level.
  3. Go to the Users tab.
  4. Select ✅ one or more users.
  5. Click the button with three dots … on the top right corner of the screen > Add company access.
  6. Select company. NOTE: You can see which users you selected by clicking on the blue text.
  7. Click OK.
Last modified May 8, 2026