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.