How to create a multi-customer user

First create a customer login user as per the usual process.

Then follow these extra steps to add additional customers to your customer login user:

  • Log in to the Onsight web console at https://sales.onsightapp.com.
  • Click ‘Settings’ from the left-hand side menu.
  • Click on the ‘Users’ menu item.
  • Find your customer login for whom you want to add additional customers and click on the name.
  • Click the ‘Edit’ button.
  • Click into the ‘Additional customers’ field, type the name of the customer you want to add, and select it from the dropdown list.
  • You can add multiple customers to this field.
  • Click the ‘Save’ button.

Note: The ‘Additional Customers’ field is only available when you have the ‘Multi-customer user’ feature enabled on your account. Extra fees apply for this special type of user. Contact the Onsight team at [email protected] to activate this feature on your account.