Add user to another organization
Users assigned to the Client Administrator role across multiple portals have access to this feature. To add a user to another portal:
- Ensure you are a Client Administrator in both portals.
- Go to the user's profile and click on the Organizations tab.
- In the dropdown, you’ll see a list of all portals where you have Client Administrator access.
- Type the name of the additional portal, select it from the dropdown, and click Save.
- The user will now be able to switch between the portals they are assigned.
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