Product updates

Linked Customers on the Customer Portal

Link customers together such as holding companies and make it easier for them to see all their entities accounts.

Ron Danenberg
Ron Danenberg
CTO at Kolleno
datepicker icon November 23, 2022

What is it?

If your customer is ACME UK and want to see invoices from ACME US too on your portal, they can now see all your entities:

It will also add the data of all selected entities in the PDF Statements you download:

How do I activate this?

Just go to the settings and click “Allow customers to view linked customers on the portal.”

I don’t remember where to setup linked customers?

A linked customer will show with the chain icon in the table list

And you can add/remove linked customers on any Customer’s page:

Ron Danenberg
Ron Danenberg
author linkedin
CTO at Kolleno