Add company access for multiple users

  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 November 20, 2025