How do I share an Account with another team member?

Accounts can be shared to other people in your company by assigning accounts to teams. When the account is assigned to a team, it will become available to all of the mobile users assigned the same team. Anyone with permissions to login to the web app will see all accounts at all times.

Mobile Instructions

  1. Tap Accounts from the Main Menu.
  2. Find the account you want to share and tap into it.
  3. Tap the account to edit the account's details.
  4. Select the team or teams that you would like to share the account with.
  5. Tap Done.

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