Details
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Type:
Epic
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Status: Open
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Priority:
Major
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Resolution: Unresolved
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Affects Version/s: 4.12.0
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Fix Version/s: Short Term
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Component/s: Client Interface
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Labels:None
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Epic Name:Allow clients to access multiple accounts with the same login
Description
Sometimes clients have multiple accounts, they need to pay with different payment information, have multiple companies of their own, or just want to keep different things separated.
Look into allowing a single login to have access to multiple client accounts, potentially compatible with multi-company.
When a client logs in at a company URL for which they have multiple client accounts, we can prompt them after login for the one they want to manage. OR, add a drop down menu similar to the staff multi-company dropdown, and allow them to switch between them. The only thing shared would be the login, and all other details of the account could be different.
Issues in Epic
CORE-3942
Allow clients to access multiple accounts with the same login
true
CORE-3942
Allow clients to access multiple accounts with the same login
In 5.8 we added
CORE-4841Managed Accounts, which is similar in that it allows clients to access other clients accounts that they have been invited to. For this task, the focus should largely be on multi-company. When registering an account and using the same username that exists in another company, we will have to show a message that the user exists in another company and give them the option to choose another username, or authenticate with that user from the other company to link them. When a user logs in, we'll log them into the right company based on the company hostname, and allow them to switch between them.