Adding Additional Account IDs to a Client's Profile

Primary Audience: All Internal Users

You can give customers access to multiple accounts by adding an additional client IDs to their client profile. 

Adding an additional account IDs to a client’s profile allows a customer to access account-level information for multiple accounts using a single login to the Customer Portal. This can be helpful when one person needs visibility into more than one account, such as a personal account and a family farm account. 

With access to multiple accounts, customers can view or receive notifications for:

• Invoices

• Statements

• Plans

• Bookings

• Energy Contracts & Deliveries

• Grain Contracts, Scale tickets & Offers

• Job and Delivery Complete notifications

They can also take actions such as paying invoices or balances, setting up autopay, downloading statements, viewing agronomy plans and product bookings, and placing energy tank service requests or grain offers for any account linked to their Customer Portal login.

Add an additional Account ID to a Client Profile

To add an Account ID to another Client Profile:

1. Navigate to the Client Profile page in the Team Hub.

2. Click Edit Client Profile.

3. Click into the Account ID box.

4. Search for the additional account by typing the account name or account ID.

5. Select Done.

6. Scroll to the bottom of the page and select Save.

Here is a video that walks through each step of the process:

Example 

A customer may have an individual account while also helping manage a family farm account. By adding the farm account’s ID to the client profile, the customer can access both accounts with one login to the Customer Portal.

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If you have any questions related to this article or anything else, please reach out to our Partner Experience Team at [e-mail] or at 512-812-9399.