Manage linked accounts

If you have two or more linked accounts, which let you log in to multiple Onvio staffs or Client Center accounts using the same email address, you can manage your accounts by making the following changes.
  • Make an account active or inactive
  • Designate an account as your home (default) account
  • Edit the displayed nicknames for your accounts
  • Staff Users
  • Client Users
  1. Select your profile icon (near the top of most screens), then select
    View Profile
    .
  2. Select the
    Linked Accounts
    tab. The following image shows this.
    image of linked accounts for staff
  3. In the Linked Accounts panel, make any desired changes.
    • In the Active column, select or clear the options to change the active status of accounts. Only make an account inactive if you no longer use it.
    • In the Home column, select the account that you want to log in to by default. This account opens every time you log in.
    • In the Displayed Nickname column, you can change the name that appears on-screen for each account. Your Account Name is used by default.
    • The Firm column shows the firm with which each account is associated.
  4. Select
    Save
    .
  1. Select your name, then
    Edit Profile
    .
  2. Select the
    Linked Accounts
    tab.
    image of Linked accounts for client center
  3. In the Linked Accounts panel, make any changes.
    • Select the Active switch to change the active status of accounts. Only make an account inactive if you no longer use it but your accountant hasn’t yet removed it from their database.
    • Select the account that you want to log in to by default. This account opens every time you log in.
    • Select the
      Edit
      icon to create a nickname for an account.
  4. Select
    Save
    .