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Manage linked accounts

If you have two or more linked accounts, which let you sign 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

  1. Select your profile icon, then select the
    View Profile
     link.
  2. Select the
    Linked Accounts
     tab.
  3. In the Linked Accounts panel, make any necessary changes.
    • In the
      Active
       column, mark or clear checkboxes 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 sign 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
    .

Client users

  1. Select your name, then select the
    Edit Profile
     link.
  2. Select the
    Linked Accounts
     tab.
  3. In the Linked Accounts panel, make any necessary 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 sign 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
    .

This article applies to:

  • PRODUCT: Onvio
  • Audiences: Staff